Presentation on theme: "Credit Union National Association Installing and Uploading Project Zip Code."— Presentation transcript:
Credit Union National Association Installing and Uploading Project Zip Code
Credit Union National Association What You Will Need: A Windows Computer Running XP, Vista, or Windows 7 Access to the Internet Your Membership Database exported and saved somewhere easily accessible Your Membership Database in a format compatible with PZC: Access, CSV, Excel, SQLServer, or Visual FoxPro (DBFile).
Credit Union National Association Downloading Project Zip Code Please go to www.pzconline.com/install and click on “Download Project Zip Code Version 13”www.pzconline.com/install
Credit Union National Association Initializing the Installation To run the Installation program for Project Zip Code Please Click [Run] when asked
Credit Union National Association Initializing the Installation If you are running PZC from Internet Explorer 9.0 you will start the installation from these screens that will appear at the bottom of your Browser. Click [Run] Click [Actions] Click [Run Anyway]
Credit Union National Association Installing Project Zip Code Click [Next] to complete the installation of PZC 13.0 Select the location where you would like to Save PZC. Select the location where you would like to Save PZC. Note: the default save location is the C drive Note: the default save location is the C drive
Credit Union National Association Installing Project Zip Code Click on [Next] to continue the installation It may take a few moments to complete the installation It may take a few moments to complete the installation Be sure the “Launch Project Zip Code” box is checked and click [Close] to begin running PZC! Be sure the “Launch Project Zip Code” box is checked and click [Close] to begin running PZC!
Credit Union National Association Locating and Mapping Your Database You have successfully installed PZC, now it’s time to upload your data Click [Continue] to accept the terms and usage of PZC If the Welcome screen does not appear, please double-click the PZC Version 13 icon
Credit Union National Association Locating Your Database PZC Works in several formats: Access, Excel, CSV, etc. You must have the following fields in your database: Street City State Zip Save your Database to where it is easily accessible
Credit Union National Association Locating Your Database Select the format your database has been saved in Excel, CSV, FoxPro Select where your database is saved Select the name your database has been saved as The database will then appear in the bottom box labeled “File Name”
Credit Union National Association Mapping Your Database Click on the [Continue] button after making sure your database is properly located
Credit Union National Association Mapping Your Database The Mapping form allows you to pick the fields in your data table to complete the data construction for PZC Upload The “Table” Line will show the name of the selected membership table Use the drop down menu on the right to select the appropriate fields Street Address, City, and State are required If your unsure of the field names click [Auto Find Fields]
Credit Union National Association Creating the Preliminary Dataset After successfully mapping your data, PZC will begin counting the number of records in your database and prepare to send them to the secure server Once the records are counted you will get a message telling you the number of good records and asking you to connect to the internet in case you disconnected When the Creating Data screen appears, please click [OK] to register with PZC and the secure server
Credit Union National Association Registering with Project Zip Code If you are a returning PZC user, please enter your Email and Password and click [Login] If you are a new user, or have forgotten your password click on [New Registration] Please fill out the New User Contact Information as completely as possible and then click [Add]
Credit Union National Association Registering with Project Zip Code After entering your user information you will be asked to find your Credit Union Information. Click [Look-Up Credit Union] In the “Credit Union Name” box, type in the first few letters of your credit union’s name and click [Search] or press “enter”
Credit Union National Association Registering with Project Zip Code After you find your credit union on the list, click on the name to highlight it and then click [Select] On the Credit Union Info page, be sure to select which League you are affiliated with under “League Name”
Credit Union National Association Connecting to the Secure Server Please click [Upload] to connect to the PZC secure server and send your data You will be asked twice to confirm you are uploading for the correct credit union. Please click [Yes]
Credit Union National Association Uploading your Data to PZC To match your membership data to their legislative districts and counties on the secure server, please click [Upload] Be sure the email address given is correct. This address will receive the encryption and matching complete message from PZC Once the upload is complete you will receive an “Upload Successful” message
Credit Union National Association Downloading your Encrypted Data Once the secure server has completed the matching of your data and encrypted it, you will receive the confirmation email below. After you receive this email, please double click on the PZC Version 13 icon to download and unlock your data.
Credit Union National Association Downloading your Encrypted Data Click [Login] to retrieve your data Be Sure the Login information is correct and click [Login]
Credit Union National Association Downloading your Encrypted Data Click [Download Results] to retrieve your encrypted data The “Status of Upload” field should say “Ready.” If it does not, wait a little longer to download your totals.
Credit Union National Association Downloading your Encrypted Data The encrypted data is now being downloaded to your computer. This may take a few moments. Success! You have uploaded and matched your data to PZC.
Credit Union National Association PZC Install and Upload Complete! Congratulations on successfully installing and uploading your data to Project Zip Code! You are now able to run reports and queries on your membership. These reports and queries were designed to help your credit union in grassroots and marketing activities. You now have full access to the PZC website www.pzconline.com as well.www.pzconline.com
Credit Union National Association Thank You for Running PZC!