Create RE 7 Home Address Ad-hoc Query

Import Home Addresses can import data from a comma-delimited file (.csv) that was created using an ad hoc query in The Raiser's Edge 7 (RE 7). RE 7 must be installed as a client-server application, not as a hosted (by Blackbaud) application.

You must create the RE 7 ad-hoc query by following the instructions below precisely.

Fortunately, you need to create the ad-hoc query only once. Once created, you can save the ad hoc query for future use.

To create the import home addresses ad hoc query in RE 7:

1. On the Home page, click Query in the list of buttons on the left.

2. Click New Query in the Toolbar.

3. Choose Query Type = Constituent and Query Format = Dynamic. Click OK.

4. Click the Criteria tab. Choose the criteria listed below. For each one:

Find the criterion in the list on the left, then double-click it.
Select the operator and date/value for how the criterion should be evaluated, such as “equals This quarter.”

Constituent Information

Constituent Date Last Changed

Addresses

Home

Home Date Last Changed

Home Last Changed By

Home Phone Type (must be set to “equals Home”)

5. Click Output tab. Choose the following fields from the list on the left:

Constituent Information

Constituent ID

Addresses

Home

Home Address Line 1

Home Address Line 2

Home Address Line 3

Home Address Line 4

Home Address Line 5

Home City, State

Home ZIP

Home Country

Constituent Information

System Record ID

Addresses

Home

Home Phone Number

6. Click Run Now on the bottom right. Review the results of your query and confirm that it is working as expected. If not, repeat steps (3) - (5) until it is.

7. Click Save. Enter the Query Name, such as GiftWrap home address import, and Category for your ad hoc query by which to select the query in the future.