Schedule Address Standardization Updates

Before You Schedule Address Standardization Updates

Before scheduling address standardization, decide which addresses you want to standardize.

• Create a standard integration user and enable the npsp__Pre_Verification_Address__c in the Object Manager under Setup.

• To prevent addresses from being standardized, select Exclude from Updates on the Address record. For example, you may not want to update a vanity address that includes a secondary city associated with a zip code of a major city, which could be overwritten by a standardization update.

• Addresses previously verified by either Data Integrity or NPSP have the Verified checkbox selected and are automatically excluded from future standardization updates.

  • If you want to include a previously verified address, deselect Verified on the Address record.

  • If you make edits to the Address record without deselecting the Verified checkbox, it is excluded from new standardization updates.

Schedule Address Standardization Updates

Schedule a one-time address standardization update, or schedule recurring updates.

1. Click the Data Updates tab.

2. Click Schedule Updates.

3. For Update Type, select Select a job.

4. For Recurring Schedule, select an update frequency, or choose One-Time to schedule a one-time update. 

5. Specify a start date and time, based on your browser's time zone as set by your computer's operating system.

6. Estimated Records displays the total number records that are to be standardized.

   • Addresses for which standardization was previously attempted but not completed successfully are excluded from this count, for example for incomplete or ambiguous Address records with missing state or zip code.
   • If the Ambiguous? field is marked True for a specific Address record, then we don't get a standardized address back from Melissa Data, unless the record is rectified.

7. Choose the addresses to standardize:

   • Select All address records to standardize all Address records.

   • Select Default addresses only to only standardize addresses set as a Default Address. 

   • Optionally select the Campaign lookup checkbox, search and click your preferred campaign.

     • If Campaign lookup is selected, only the campaign members for that campaign will be included in the standardization.

8. Review the estimated number of record updates.

9. Click Save. 

Important When manually entering time, U.S. users will typically use a AM/PM time format. Users outside of the U.S. may need to use a 24-hour format.

Manage Scheduled Address Standardization Updates

Edit or skip previously scheduled address standardization updates.

1. Click the Update Schedule tab.

2. Find the update in the Scheduled Address Updates section.

3. From the action menu next to the update, select one of the options:

   • Edit this Update Only to edit a one-time update or a single update in a recurring series.

   • Edit All Updates in this Series to edit all updates in a recurring series.

   • Skip this Update to skip an update. If you previously skipped an update, you can also select Un-Skip this Update.