Looking for suggestions on how to deal with Address Management in NPSP. Specifically, around mass updating addresses. We got an updated list from NCOA and I am trying to determine the best way to add/verify the new addresses. In some spot checking, we do already have the address that NCOA gave us, but it's not the default address anymore, at least in our SF. So I would not want to "add" a duplicate address. So I am wondering what others do? I mean there has got to be a way. Any upload tools out there that would help with this? I have XL-Connector and I know I could export and do some vlookup's, etc to help, but I just looking for any short cuts to help, beside manually reviewing all of the records
#NPSP #Nonprofit Success Pack #Nonprofit #Systems Administrator
If you are working with a mail house/print service provider and intend to continue using them, make sure to send your list with the account id so you can match them up after the fact. Having said that, using a Mail house and moving your address quality initiatives downstream prior to mailing is the absolute worst place to manage data quality. IMO, data quality is best managed at the record of truth proactively. This includes building a custom app or using a managed package like NCOA 4 Salesforce which is available now and in the process of getting in the app exchange. The process handles the entire data set (not just what you are mailing) and works with a few clicks. You can choose how to import and avoid duplication. Happy to show it to you or can see a common demo: Typical NCOA 4 Salesforce demo to a nonprofit organization
