Uploading Postal Codes

Five-digit postal codes are maintained in the App_Postal_Code table for zip codes in the United States, U.S. military bases, and U.S. territories. Postal codes are pre-populated in the App_Postal_Code table when Personify360 is delivered. For each postal code, the name of the actual city associated with the postal code as well as the name of nearest main city is provided, along with the state code.

The Zip Code Upload process (ZIP100) is used to load the latest United States Postal Service (USPS) data from their data file with city names and five-digit zip codes into the App_Postal_Code table.

This process uses the Address Information System (AIS) product CITYSTATE, a subscription from USPS available on CD-ROM. The CD-ROM contains a file consisting of a comprehensive list of zip codes with corresponding city names and state codes. Clients who wish to use this interface must purchase an AIS product subscription from USPS. The product is offered on an annual basis, is automatically issued based on the cycle selected (monthly, bimonthly updates), and must be renewed every twelve months.

Please refer to https://ribbs.usps.gov/index.cfm?page=address_manage_quality for more information on AIS and the ZIP processes.

Uploaded postal codes may not have a value set for the Country_Code parameter. If this is the case, then set up SQL script to change this value from “null” to “USA.”

To perform the Zip Code Upload process:

1. From the Personify360 main toolbar, select Reporting > Batch Job Submission.

2. Enter ZIP100 in the Application field and click Search.
The Job Submission screen displays automatically with the ZIP100 setup populated, as shown below.

3. Click Upload input file from the TRS Tasks task category.
The TRS File Upload screen displays, as shown below.

4. Click Browse and search for the ctystate.txt file you saved from the USPS Address Information System Products CITY STATE NATIONAL CD.

5. Click Upload File.

6. On the Job Parameters tab, select the appropriate parameters.

7. Click in a parameter field and refer to the Job Parameter Help at the bottom of the screen for more information on the parameter.

8. Verify the “Validate States” and “Validate Postal Codes” checkboxes are checked on the Country and State Code Maintenance (APP007) screen.

9. Click Run this report now from the TRS Tasks task category.

Screen Element	Description
Setup Parameters
Start Job On	Drop-down. The date and time on which to begin the job.
Job Priority	Text box. The job priority applies if more than one job is submitted to the server. The job with the higher priority is picked up first. Defaults to 100. Typically, you do not need to enter this value.
Job Comments	Text box. Enter comments concerning the job. Typically, you do not need to enter this value.
Run Job in Queue	Drop-down. Select the queue in which the job can be run. Only change the default value if the system administrator specifies a different value.
Printer	Drop-down. Select the printer to send the Output Files to.
Job Parameters
Subtitle	Text box. The text entered here displays as a subtitle on the report.
Organization	Link. The organization that will receive the postal codes.
Filename	Text box. The input filename from which the data is loaded.
Delete Missing Zip Code	Link. If you enter “Y,” the system deletes the zip codes which are no longer valid in this upload file.
Organization Unit	Link. The organization unit that will receive the postal codes.