Does anyone have any other methods for importing NCOA data and updating constituent records? We receive COA data from a mail house after mass mailings, but it's not near the required format for the OOB NCOA update utility. I'm trying to "Frankenstein" a document together that will work for the import, but it's a lot of work and would be too much hassle every time we need to do this.
Any help would be appreciated!
Michael Dorsey
CRM Administrator
Minnesota Zoo
michael.dorsey@state.mn.us
Michael,
I have a series of scripts that I use for our own NCOA import. Happy to share it with you. FYI, for our process, we take existing addresses and save them as an NCOA Inactive address type rather than over-writing them. But I will send what we use to your e-mail there in case you want to use anything there. (Obviously test first, etc...).
John
That's awesome, John! Yes, of course there will be extensive testing before deploying in Live. Thank you!