Instructions and Order Forms

How To Get Your Demographic Data Enhancement
NOTE: All instructions and forms can also be found together at the bottom of this page.
  1. Choose a data package: Gold, Platinum or Premier. Custom packages are also available. Please call Data Enhancement Services at 800-989-9009 for details.
  2. Print, complete and sign the Harland Financial Solutions Order Form.
  3. Create an extract file of the households from Touché Analyzer. Instructions are below.
  4. Send the extract tape (or send file electronically via FTP), transmittal form and original signed order form to:
     
      Harland Financial Solutions
    Professional Services – Data Enhancement Services
    605 Crescent Executive Court, Suite 600
    Lake Mary. FL 32746

    Note: Even if you FTP your extract file, you must still send us the original signed order form and data use agreement.
Instructions for Creating Your Household Extract File
You may also print these instructions from the Instructions and Transmittal Sample PDF file. Note: If the PDF file does note open in Acrobat Reader, right-click on the link and choose “Save Target As...”. This will save the file to a location you designate and you may open the newly saved file from that location.
  1. Create a file of all households with a Household Number GREATER than 0 if you wish to have ALL households included in the enhancement
    Summary Level Research By Household: HHNUM > 0

    OR...

    Create a research file containing just the households you wish to have appended (new households only, households only within your state, etc.). You still need to include the restriction criteria HHNUM > 0 and make sure your last research pass is performed at Summary Level By Household to ensure that we capture the primary account within the household. For NEW Households only perform the following Summary Level Research By Household:
    HHNUM > 0 AND STARTDATE >= MM/YYY
    Note: You may wish to exclude business/commercial households from your extract file, as they will not be enhanced with demographic data (they will receive Geocode information).

  2. Create an Export File – PRODUCTION OUTSIDE PRODUCTION CREATE EXPORT FILES: (Use the Copy From in the top tool bar and select the HFSDEMOG template then pull in your research file)

    RESEARCH FILE NAME:

    use your final research file created in step #1

    SAMPLING PERCENT:

    100

    NO-MAIL CUSTOMERS?:

    INCLUDE

    FORMAT:

    FIXED

    NAME/ADDRESS CASE:

    ALL UPPER

    STANDARD NAME/ADDRESS?:

    YES

    EXPORT FIELDS:

    C:NAME1, C:NAME2, C:ADDRESS1, C:ADDRESS2, C:CITYSTATE, C:ZIP, C:HHNUM


  3. Transfer your Export File to CD, Diskette, Zip Disk, or send it electronically via our secure FTP site. Go to My Computer or Windows Explorer, find your profile directory, (or where Touché Analyzer resides) and drag the .TXT filename to the appropriate media drive – BE CAREFUL NOT TO SELECT THE .ROF FILE.

  4. If you would like to send your file electronically via FTP, you can use the file transfer service on the Customer Center at https://customercenter.harlandfinancialsolutions.com. If you have not used the Customer Center before, please contact Customer Services at 1-800-778-5667 to make sure you have an active login name and password.

  5. If mailing your file, include the Export Transmittal Form with your file – PRODUCTION/OUTSIDE PRODUCTION/PRINT EXPORT TRANSMITTAL. A sample of what your transmittal file should look like can be printed by opening the Instructions and Transmittal Sample PDF file. Note: If the PDF file does note open in Acrobat Reader, right-click on the link and choose “Save Target As...”. This will save the file to a location you designate and you may open the newly saved file from that location.
Everything you need to participate is right here:

Extract Instructions and Sample Transmittal Form

Order Form

We can also provide business demographics. Business Enhancement Order Form