Hosted
Personify customers do NOT need to download these files.This batch process (ZIP100) uploads the latest United States Postal Service (USPS) data to the Zip Code Master APP_POSTAL_CODE table. This process utilizes the CITYSTATE product from a third-party – Address Information System (AIS) – that contains a file consisting of a comprehensive list of ZIP codes with corresponding city names and state codes.
Running ZIP100 with the current CITYSTATE product ensures that when users enter in a zip code on a form, such as the address section of the Customer Speed form, the city and state get automatically populated based on the zip code enters. If you just enter the city, the application provides the user with a list of zip codes (alpha by state) to choose from.
The USPS files and AIS product CITYSTATE are ready for download from the Personify SFTP website monthly. Personify recommends downloading this product and running the process monthly, as well. Instructions for doing so appear below. Please contact your Personify customer service representative to learn when the new database has been made available for your upload.
Hosted
Personify customers do NOT need to download these files.
For up-to-date AIS product information, visit https://ribbs.usps.gov/index.cfm?page=address_manage_quality.
Personify recommends you create a temporary folder prior to downloading
the file. You will download the monthly file to this folder.
For example, create a folder C:\USPS\ or C:\AIS\.
Please
note these instructions assume C:\ is the root drive for the installation.
Replace C:\ with the appropriate drive letter if TIMSS/Personify resides
on a different drive.
Multiple ways exist for you to download the files from the Personify SFTP site, including via Internet Explorer, Mozilla Firefox, and MS DOS. This section explains downloading the file using Internet Explorer.
To download the database via Internet Explorer:
1. ODownload a Windows client to connect to the Personify SFTP site, such a Filezilla.
2. Connect to sftp.personifycorp.com using your client-specific username and password.
3. Navigate to "AIS City State" folder.
4. Select the ctystate.txt file you need to download and select File > Copy.
5. Navigate to the temporary folder you created.
6. Select File
> Paste.
The file downloads to the selected folder.
To upload the ctystate.txt file using the ZIP100 TRS process in Personify360:
1. From the Personify360 main toolbar, click Reporting > Batch Job Submission.
2. In the Search Parameters section, enter ZIP100 in the Application text box and click Search.
3. Double-click the ZIP100 application.
4. From the task bar, click Upload Input File.
5. Click Browse.
6. Navigate to ctystate.txt file saved on your workstation, and click Open.
7. Click Upload File.
8. From the Job Submission screen task bar, click Submit to TRS Server to start ZIP100 process.
Parameter |
Description |
Required? |
|---|---|---|
Subtitle |
Enter the subtitle for the report. This text appears on each page of the report as subtitle. |
N |
Organization |
The Organization for which you want to run the report. |
Read-only |
Filename |
Enter the file name to be uploaded into the system. The file should exist in input folder on TRS server. |
Y |
Delete Missing Zip Code |
If you set this to ‘N’, the system will read in the input file and add any zip codes that aren’t already in the database. This will not delete items from the database. If you set this to ‘Y’, the system will clear out the database table and then read in the input file and add it into the database. |
Yes |
Organization Unit |
The Organization Unit for which you want to run the report. |
Read-only |
