OLX Donations with address updates and Connect RE

@Sarah Chik - How do you normally update new information en masse from RE to CORE?

@Sarah Chik - I recommend reaching out to CORE support to inquire if it is possible to do bulk updates/imports within CORE with RE data, and if it is - how to do go about doing that.

@Sarah Chik - You are correct, that it is not an exact science, but here are some tips/tricks that might help you out:

• Create a series of constituent queries that look for contact information with a date added or date changed within a specific date range. For instance, a query for recently added or changed addresses may look like this - edit to match your data entry standard, this will find constituents with a recent gift through OLX that also have a piece of contact info recently added or updated.
  Last Gift Specific Attributes Online Express Form Name Description not blank
  AND (Preferred Address Date Added between 12/5/2022 AND 12/8/2022
  OR Preferred Address Date Last Changed between 12/5/2022 AND 12/8/2022)
• Export these queries through an Export, here are instructions on how to create an export: https://kb.blackbaud.com/knowledgebase/articles/Article/75410
• Export data from the same constituents from CORE. Utilizing Vlookup in Excel combine the data into one spreadsheet - with like information side-by-side. Information on how to utilize the Vlookup function: https://support.microsoft.com/en-us/office/vlookup-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1
• Then utilize conditional formatting within Excel to aid in the comparison process. Information on how to utilize this feature: https://www.howtogeek.com/740183/how-to-use-conditional-formatting-to-find-duplicate-data-in-excel/
• From here you should be able to tell what data is new, and needs to be added to the CORE system.