Credit Card Updater Best Practices
To help keep your constituents' credit card information accurate, we recommend you run Credit Card Updater — available with Blackbaud Merchant Services — from Data Health Center in the database view on a monthly basis. To help ensure meaningful results, follow these best practices.
Exclude unused pledges and recurring gifts
Before you run Credit Card Updater, mark any unused pledges and recurring gifts as Terminated to exclude them.
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In the database view, from Reports:
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To identify potentially unused pledges, run the Past Due Report, and choose to create both a constituent and gift output query. In the Days Past Due column, identify pledges with no nstallments paid in three years.
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To identify potentially unused recurring gifts, run the Recurring Gift Missed Payment Report, and choose to create both a constituent and gift output query. In the Last Payment Date/Amount column, identify recurring gifts with no payments paid in three years.
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For the pledges and recurring gifts with no payments in three years, on their records in the database view, change their status to Terminated.
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With the constituent output query, identify these gifts' constituents, and delete the credit card information from the Bio 2 or Org 2 tab of their records in the database view.