Address Correction Define Settings

The first time you access your Intelligent Search Technology, Ltd ® account for address correction it will be necessary to define some settings so their database can read the CAMS Enterprise file and create a file that CAMS Enterprise can import. It is important that these steps are set up correctly and will only need to be done the first time that the site is accessed.

To Define Address Correction Settings

  1. Click the Define Settings button.
  2. Select File Format as Delimited.
  3. Set Text Qualifier to None.
  4. Check First row has column names.
  5. Click Next.
  6. Select Tab as the column delimiter and verify that the columns look correct.
  7. Click Next.
  8. Highlight AddressID in the Input Fields select box and then click the Add arrow for Retained Input Fields.
  9. Add the Address1 and Address2 fields to the Address Line 1 and Address Line 2 Fields boxes respectively.
  10. Highlight City, State, and ZipCode and add them to the City, State and Zip Fields box.
  11. Select Text File (.txt) as the Output Type.
  12. Select an Output File name.
  13. Uncheck the Include Column Headers checkbox. If headers are in the file CAMS Enterprise will NOT be able to update the addresses.
  14. Select the Output Mixed Case checkbox.
  15. Click Select All to select all Output Fields.
  16. Click Next.
  17. Click Run Batch. An information window pops up while the batch job is running. Read the information and click OK to close the window.
  18. Click View Progress until the Time Finished line displays the ending time. Depending on how large the file is this could take awhile.
  19. Highlight the file to download. (This file will be imported into CAMS Enterprise.) Click Download Selected Files. Follow the onscreen instructions and remember where the file has been saved.
  20. Continue with Prospect Address Correction or Constituent Address Correction for importing the file into CAMS Enterprise.

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