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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

4 个回答
  1. 10月5日 11:55

    Address management becomes rather awkward once historical addresses enter the picture. Checking existing Address records against the latest data should come before creating anything new. A matching process using Contact and Address IDs could make the cleanup considerably easier. NCOA data can then be applied with fewer surprises. Otherwise, duplicate addresses have a remarkable talent for multiplying.

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