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 New 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 (recommended) - 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. Moved addresses will not be added to your CRM when your downloaded address has addressee data and a moved address has been found.

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

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

New Addressee Examples

New Addressee Option Downloaded Address Before Synchronization Downloaded Address After Synchronization Moved Address After Synchronization
Ignore - Do not copy addressee to new address during synchronization Attention: TrueGivers
P.O. BOX 364
Oak Park, IL 60303
The format of this address is dependent on the value selected for Existing Addressee Option. 123 Lake St
Oak Park, IL 60301-1001
Copy (recommended) - Copy addressee to new address during synchronization Attention: TrueGivers
P.O. BOX 364
Oak Park, IL 60303
The format of this address is dependent on the value selected for Existing Addressee Option. Attention: TrueGivers
123 Lake St
Oak Park, IL 60301-1001
Skip- Do not synchronize records with an addressee in the address Attention: TrueGivers
P.O. BOX 364
Oak Park, IL 60303
The format of this address is dependent on the value selected for Existing Addressee Option. We recommend this option = Skip when New Addressee Option = Skip. Moved Addresses will not be added to your CRM when an addressee is identified on your downloaded address, and this option is selected.

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