Credit Union National Association

Installing and Installing and Uploading Project Zip Uploading Project Zip

CodeCode

Credit Union National Association

What You Will Need: What You Will Need: • A Windows Computer Running 2000,

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, Dbase, FoxPro, Oracle, etc.

Credit Union National Association

Downloading Project Zip Code Please go to www.pzconline.com/install and click on

“Download Project Zip Code Version 11”

Credit Union National Association

Initializing the Installation

To run the To run the Installation Installation program for program for

Project Zip Code Project Zip Code Please Click Please Click [Run] when [Run] when

asked asked

Credit Union National Association

Installing Project Zip Code Installing Project Zip Code

• Click [Next] to Click [Next] to complete the complete the installation of PZC installation of PZC 11.011.0

• Select the location Select the location where you would where you would like to Save PZC. like to Save PZC. • Note: the default save Note: the default save

location is the C drive location is the C drive

Credit Union National Association

Installing Project Zip Code Installing Project Zip Code

• Click on [Next] to Click on [Next] to continue the installation continue the installation • It may take a few It may take a few

moments to complete the moments to complete the installationinstallation

• Be sure the “Launch Be sure the “Launch Project Zip Code” box is Project Zip Code” box is checked and click checked and click [Close] to begin running [Close] to begin running PZC! PZC!

Credit Union National Association

Locating and Mapping Locating and Mapping Your DatabaseYour 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 11 icon

Credit Union National Association

Locating Your DatabaseLocating Your Database

• PZC Works in several formats: Excel, CSV, FoxPro, 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 DatabaseLocating Your Database• Select the format your

database has been saved in• Excel, CSV, FoxPro, dBase

• 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 Mapping Your Database

• Click on the [Continue] button after making sure your database is properly located

• Select the correct membership table. It will be labeled according to which sheet in your file contains the membership information (‘patrons’ ‘customers’ ‘sheet 1’)

Credit Union National Association

Mapping Your Database 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 Creating the Preliminary Dataset 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 Generating Data screen appears, please click [Continue] to register with PZC and the secure server

Credit Union National Association

Registering with Project Zip Registering with Project Zip Code 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 Registering with Project Zip CodeCode

• 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 Registering with Project Zip CodeCode

• 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 Connecting to the Secure Server 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 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 Downloading your Encrypted Data 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 11 icon to download and unlock your data.

Credit Union National Association

Downloading your Downloading your Encrypted Data Encrypted Data

• Click [Login] to retrieve your data

• Be Sure the Login information is correct and click [Login]

Credit Union National Association

Downloading your Downloading your Encrypted Data 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 PZC Install and Upload Complete! 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.

Credit Union National Association

Thank You for Running Thank You for Running PZC!PZC!