Integration Settings – New Addressee Option

New Addressee Option

This setting allows you to specify whether records with addressee data in the Address Line 1 field will be updated during synchronization if we identify a move. To update this, navigate to your integration settings (this is the cog icon in the upper right of your Data Stewardship Dashboard and scroll to the Addressee Option. You can choose from one of the following options:

  1. Ignore - Do not copy addressee to new address during synchronization. This will remove your addressee data from the new address identified via data enhancement. The addressee data will still be available on the old address.
  2. Copy - Copy addressee to new address during synchronization. This will copy your addressee data onto the new address identified via data enhancement. The addressee data will also be listed on the old address.
  3. Skip - Do not synchronize records with an addressee in the address. Records with addressee data and a move will not be updated during synchronization.

After making your selection click save in the upper left corner.

To update your Addressee Option navigate to your integration settings, select the option you want and click save.

New Addressee Examples

 

New Addressee Option Address Update Example
Ignore - Do not copy addressee to new address during synchronization Old address:

Attention: TrueGivers
PO BOX 364
Oak Park, IL 60303

New Address:

123 Lake St.
Oak Park, IL 60301-1001

Copy - Copy addressee to new address during synchronization Old address:

Attention: TrueGivers
PO BOX 364
Oak Park, IL 60303

New Address:

Attention: TrueGivers
123 Lake St.
Oak Park, IL 60301-1001

Skip - Do not synchronize records with an addressee in the address Old address:

Attention: TrueGivers
PO BOX 364
Oak Park, IL 60303

New Address:

Addresses with an addressee in line 1 of the address and a move will not be updated with this option selected.

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