Rhianon, I recently completed the same kind of import from a Works
spreadsheet that included the years 1991 through mid-2001.  There are
several tricks I learned in the process that could save you days of time.
Send me an email offline if you're interested and I'll be glad to discuss
the approach by phone or will try to write it all down -- the bottom line is
that you can arrange your Works sheet so that you only have to import
payments one time.  My Works spreadsheet included over 3000 different
donors, some with multiple payments in several different years.

H. Glenn Williams
Managing Member
BGE Partners LLC
2600 Tatton Drive
Raleigh, NC 27608-2053
[EMAIL PROTECTED]
919.602.3260


-----Original Message-----
From: Rhianon DeLeeuw [mailto:[EMAIL PROTECTED]]
Sent: Friday, August 24, 2001 10:33 AM
To: TechRocks Support
Subject: [support] Converting Payment Records from Works Database


Hi. I just converted over to ebase and am trying to teach myself as I go.
I am converting my information from a Microsoft Works Database.  I was
fairly successful in converting over my names and address data (although
it seems to be very time consuming because all records need to be
checked).

The problem I am having is with importing payment information into ebase.
We have membership records for 1998,1999,2000,and 2001. All we keep is the
amount of the membership and the date that they renewed/became members.

I want to bring all of this information into ebase, but it seems like I
will have to import each year's data separately beucase there is only one
amount and date add field.  Am I correct in thinking this?

I attempted to import just the 1999 records (some of which are blank) of a
small part of our database and could not get the data imported.  Before
the final import when I checked for problems it said that there were no
matching record numbers.  I had entered in a number in my database for all
my data and imported that when I imported the names and addresses, so I
thought that that would suffice.

My final question is about the legacy source code - when entering you are
given three choices, perhaps I am misunderstanding an important part of
ebase, but I do not understand this part.

Thank you very much in advance and I apologize for the length and number
of my questions.

Thanks again,
Rhianon DeLeeuw
Harlem Valley Rail Trail Association

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