Dave
-
you're
right, if all he has is ID number abd phone number, it won't work - you have to
have enough info to trigger a duplicate.
However, you do get to choose which particular fields
should update, it won't update them all unless you tell it to. If you've
got a training database with dummy data, export 10 records or so and then go
through the import process to give it a whirl.
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-----
From: Dave Shaw [mailto:[EMAIL PROTECTED]]
Sent: Tuesday, October 09, 2001 12:50 PM
To: TechRocks Support
Subject: [support] RE: importing new phone numbers into existing recordsDan -It's a matter of taste, but I prefer a different method than Dave's for accomplishing the same task.Holly, I'm not sure that's entirely a matter of taste. I think that using the ebase import update affects all the contact information you provide to establish a duplicate. So first, you have to have that info (I understood that Dan had only record number and phone number). Second, if any address changes have been made to the data in ebase, they will get overwritten by the incoming data. The way I understand the admin manual (p 4-27) all the fields are affected (but I haven't tried it). Can you choose what fields to update, perhaps in the field mapping dialog box?If that's not the case, I'd love to hear it. The method you offer is simpler and easier to explain, and would be very useful to do over the phone, for example.1) Back up ebase (sage advice, Dave!)2) Go to the Import wizard in the admin section, and choose to import into the NAMES table3) 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 numbers4) 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 ebase6) 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
-----Original Message-----
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 recordsHi all,
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 KalbDirector, Loma Prieta ChapterSIERRA CLUB650/390-8414<[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 --------------------------------------------------------------------------------------- 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 ----------------------------------------------------------------------------------------- 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 ---------------------------------------------------------------------
--
Dave Shaw H4 Consulting
tel: 206-954-7526 fax: 206-625-1338
