1.
- Open the Excel file
2.
- Copy those 6 columns
3.
- Paste them in a new sheet
- This new sheet is the one to import later
4.
- Change the headers
- old_add: Property Address
- old_zip: Property Zip
- new_add: Golden Address
- new_city: Golden City
- new_state: Golden State
- new_zip: Golden Zip
5.
- Go to the client's domain
- Then to Properties --> Import Property
6.
- Import the file
7.
- Go to Import history
8.
- There are 55 Update properties where the Property Address and the Mailing Address are the same
- Also, there are 29 New properties where the Property Address and the Mailing Address are NOT the same. We have to update those properties manually
9.
- Click "New"
10.
- Click here
11.
- Click here
12.
- Select "Direct Mail - Fulfillment" configuration
13.
- Click "Export"
14.
- Click here
15.
- Click here
16.
- Click "Export history"
17.
- Click "Download"
18.
- Open the exported file
- These are the properties where the Property Address and the Mailing Address are different
19.
- Go to the original file
- Search and filter by the properties that both files have in common
20.
- Copy the "old_add" of a filtered property
21.
- Go to the client's domain
- Select "Mailing Address"
22.
- Paste the copied property and select "Go"
23.
- Click the property
24.
- Go back to the Excel file and copy the "new_add" of the same property
25.
- Click the address of the property in the domain
26.
- Paste the copied "new_add" and save it
- Repeat this process for all the filtered properties
Required Information:
Property address
Zip code
Process:
Receive the list of properties for golden address updates.
Extract and validate the property address and zip code.
Obtain all updated addresses associated with the provided property information.
Import the updated addresses as the new golden address.
Download the example