How to edit primary address

A person's primary address is the person's primary location. It is used to place the person on a map. Primary address is also used to define households.

Typically, the first address added to a person's profile is designated the primary address. The type of address defined as primary address will remain static unless edited by a control panel user. 


How primary address is determined

A profile can include up to seven addresses. The first addresses added to a person's profile is designated as the primary address. If you import a person with multiple addresses, the primary address will be decided by the following hierarchy. 

Seven types of physical address in a profile:

1. home 
2. registered
3. billing 
4. work
5. mailing
6. user-submitted
7. Twitter

There is only one situation when primary address will change automatically. When a broadcaster's Twitter followers are automatically added to your nation, the followers' Twitter address is imported and marked as primary address. As soon as another location is added to a Twitter follower's profile, it will be designated as the primary address.

In every other situation, the primary address will remain static. For example: Sally has never interacted with your organization before. She donates on your website. A new profile for Sally is created in your nation. The address she provides is saved as her billing address and marked as her primary address. When your development associate follows up with Sally, she provides a home address and asks that future correspondence be sent to that address. The development associate adds Sally's home address to her profile. Your nation will not automatically designate Sally's home address as her primary location. 


How to edit primary address

A control panel user can update which address is designated primary address on a person's profile or via batch update.

Changing primary address on a profile

The primary address can be updated from the Edit > Settings area in a profile.

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Scroll down until you see the primary address section.

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You can use the drop-down menu to select a new primary address.

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The drop-down menu lists all addresses associated with the profile. Select the correct primary address. 

Click the "Save person" button to save your changes.

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If you need to add an address to a profile or edit an existing address, this can be done from the location area. 

Changing primary address via batch update

To select the same type of address as primary address for multiple people, first add those people to a list. Within the list, go to Batch update > People.

Select the address type from the drop-down menu:

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Then click the "Update all XX people" button.

Note that profiles without this type of address won't be updated.


Importing addresses

Five addresses can be imported.

1. Home address - cannot be connected to an organization profile.

2. Registered address - can only be included in voter file and vote history imports.

3. Billing address - can only be included in donation imports.

4. Work address - the main address for an organization profile. Can only be included in one-time, donation, and membership imports.

5. Mailing address - can only be included in one-time or donation imports.

If a home address does not exist in a record, one of these fields must be imported to create a new home address: address1, city, or country code.

Similarly, for registered, billing, work, or mailing address, one of these fields must be imported to create a new address: address1, street name, city, zip5, or country code.

Mailing and registered addresses can be imported with these elements in different fields: street name, street number, street prefix, street suffix, street type, and unit number. If you choose to map to those fields, you cannot map to the address1, address2, and address3 fields.

How existing addresses are affected by address imports

When overwrite existing data is checked, an entire address will be overwritten by an import if one of the following fields is mapped: address1, street_name, city, zip, or country_code. An import cannot fill in specific fields within an address without changing all fields in that address. This is designed to ensure an import does not create non-existent addresses (e.g. New York City in the city field with Alberta in the state field). 

If only registered state is imported, it will not update the registered address. The registered state imported will be used, along with the state file ID, as a unique identifier. If only registered county and registered state are imported, the registered address will not be updated. These fields, along with the county file ID, will be used as a unique identifier.

Importing international addresses

We recommend including a postal code and country code when importing an address outside of the nation's default country.

A nation's default country is the country listed in its address at Settings > Contact. 

The International Organization for Standardization (ISO) developed a two-letter code that indicates the names of countries and dependent territories. Your database recognizes the ISO 3166-1 alpha-2 codes which are listed on Wikipedia.


How to use map view and turf cutting

How to use householding

Geocoding addresses

Overwrite existing data with imports

How to create a list

How to use lists

Fields available for import


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