Integration Settings – Do Not Automatically Parse City and State Using Postal Code

Do Not Automatically Parse City and State Using Postal Code

USPS has a recommended city name for specific postal codes even if multiple city names can be used with the postal code. The recommended city name assists with mailings in addition to the Postal Code and Postal Code Extension.

TrueGivers allows you to choose if you would like to use the recommended city name by USPS or if you would like to retain the downloaded city and state.

Starting in 2024. the default setting (checked/enabled) is to use the city and state on your addresses identified on download. This means that the city and state listed on your address will be used during processing rather than the recommended USPS city name.

To enable or disable this setting, navigate to your integration settings (this is the cog icon in the upper right of your Data Stewardship Dashboard), scroll down, check or uncheck the box next to the setting and click save in the upper left corner. Any changes to your settings will affect any newly created accounts moving forward.

  • Unchecked - TrueGivers will automatically correct city and state using postal code to the recommended city name assigned by USPS.
  • Checked (default setting) - TrueGivers will use the city and state name provided on download.

The recommended city name is not an incorrect City Name and instead assists USPS in getting your mail to the appropriate destination as quickly as possible. If you have found that the city name has changed and you do not want it, please turn the setting on (if it is not already) and perform a bulk update within your CRM to update the city name back to your (not USPS's) preferred city name. Remove the existing records within TrueGivers and then initiate a full download of your account within TrueGivers.

It is important to note that with this setting enabled, it is possible that USPS will update the city name to a different city name during processing. TrueGivers is unable to prevent USPS from making this change.

 

To disable automatic parsing of city and state using postal code, check the adjacent box and click save.

Once you have selected if you want the setting enabled or disabled, make sure to click the save button in the upper left corner of the integration settings page. You can return to your dashboard by clicking the green leaf above the save button.

In order to apply the setting to specific accounts, you will first need to delete any specific accounts from TrueGivers using the delete button on their record detail page. You should then initiate a full download of your database by clicking the download button in the upper right hand corner of your TrueGivers dashboard. Additionally, you can always click the download button located on an individual record. This will delete and download that single record.

You can contact [email protected] if you need assistance with this.