Creating the Query (Export)

• Go to Query > New Query
  
• Select the query type 'Constituent' and click 'OK'
  
• Select the records to be cleaned. As an example you may choose the criteria as below:
  
  
• Set the output fields in all cases to the below (ORDER is important, please ensure the fields are exactly as per the picture):
• Save the query as 'SmartBANKVALIDATION Bulk Export'
  

Running the Export

• Go to Query and open the 'SmartBANKVALIDATION Bulk Export'
  
• Go to File > Export
  
• Select 'Excel 97-2000 (XLS)' as the format and 'Export Now' (note the file location as they then need to open the file in Excel)

Creating the Import 

• Go to Admin > Import
  
• Select 'Constituent Bank' and click 'New'
  
• On the General tab:
  
• Select 'Update existing records'
  
• Select your .imp file which will be in the same folder as the exported XLS file from the above export process
  
• The rest should be left at default values but for reference it should look as below:
  
• Click 'Next' and leave the options at their defaults:
  
• Fields should be mapped as below:
  
  
• On the final tab we suggest you select to create an Exception file but the options are really down to yourselves.
  
• Then save the Export as 'SmartBANKVALIDATION Bulk Import'
  
• Finally click 'Update Now' to import the updated information back into Raiser's Edge
  

Notes

• You may wish to review the file prior to import to correct any issues that might need manual intervention but you can also do this after the data is back in Raiser's Edge through use of the 'Bank Account notes' field which has the overall status.
  
• You can use an attribute instead of Bank Account Notes to record the validation result.
  
• In this case your export would have the fields:
  
• Constituent Import ID
  
• Bank Import Id
  
• Bank Sort Code
  
• Bank Account Number
  
• [Attribute] Description (Attribute must have type text)
  
• [Attribute] Date
  
• [Attribute] Import ID
  
• You would also need to change your import to use these details