Dan
-
It's a
matter of taste, but I prefer a different method than Dave's for accomplishing
the same task.
1)
Back up ebase (sage advice, Dave!)
2) Go
to the Import wizard in the admin section, and choose to import into the NAMES
table
3)
Match up enough fields so that ebase will recognize during a supe check that
you're importing info about people that already exist in your database.
Usually, this will mean importing the IDs, name, address, city, state, zip, AND,
in this case, make sure you import your new phone numbers
4)
During the Dupe Check part of the import, make sure you choose to check for
duplicates between your import file and ebase (one of the 4 options on the Dupe
Check Screen)
5)
ebase should recognize your entire import file as duplicates and take you to a
split screen where you can review the dupes against the records that already
exist in ebase
6)
this split screen should have a button that allows you to "Set all to
Update" - PRESS THIS BUTTON. It will mark all the records in your
import file to update in ebase. (This means that you have the opportunity
to UPDATE the duplicate records in ebase with information from sepcific fields
in your import file).
7) Get
to the last screen of the import wizard and choose the option that allows you to
"Process only the Update Records" - this will take you to a screen where you get
to tell the wizard what fields you want to update in the matching ebase records
- in this case, home phone number.
8)
complete the wizard, and return to the home screen - check yout records to see
if it worked.
This
should only take about 15 minutes, and I've done it before to great
success.
Holly Ross
Consultant
TechRocks
mailto:[EMAIL PROTECTED]
p)
212.812.4293
http://www.techrocks.org
------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org --------------------------------------------------------------------------Original Message-----Hi all,
From: Dan Kalb [mailto:[EMAIL PROTECTED]]
Sent: Monday, October 08, 2001 4:11 PM
To: TechRocks Support
Subject: [support] importing new phone numbers into existing records
I need to import some new phone numbers into our existing e-base file. Is there an obvious way to do this? The file to be imported has the unique membership ID number and the new phone number (previously these records were blank in the phone field). How do I import these phone numbers to match up with the membership numbers without having to enter all three thousand one at-a-time? Suggestions would be appreciated. Thanks,
-Dan
~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
Dan Kalb
Director, Loma Prieta Chapter
SIERRA CLUB
650/390-8414
<[EMAIL PROTECTED]>
fax: 650/390-8497
~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
