>> Is there a way to import payments into ebase that are NOT part of legacy >> information? We recently had a special event and I have several hundred >> transactions that I would like to put into ebase without having to enter >> them manually. Any suggestions? > > The FileMaker import function will work to accomplish the import, but > the key is to match each payment with the correct names record. If > you recorded the person's record number with the transaction you're > set. If not, you'll have to dream up some way to match the payment to > the person. If you have the address associated with the payment you > can use the DupeKey, which concatenates part of the name, address and > zip code, to establish a relationship to names. > > Other than that, manually looking up the record number for each > transaction will probably take less time than posting them all. Then > import directly into the payment file.
hello all, i'm new to ebase103, and i'm maintaining a database of 3,000 and another of 500. so far so good. can you elaborate on how one would use DupeKey (i assume that's a field in a table) to make the relationship to names? one caveat about manually looking up the record number for each transaction: i did that recently and ran in to a confusing problems for records which were already in my database, but not in my "legacy" data (i.e., records added after the first numbered batch, that ebase assigned a record number). for newer records, the LegacyID field is not set, so even if you have the record number in your import file, you'll still end up with unmatched records. i solved it by setting LegacyID = Record Number for records that did not have a LegacyID. i believe that this was safe in my case, since our legacy data did not have record numbers (i invented them for the purpose of importing data). or is there something i missed? thanks marg ------------------ 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 ---------------------------------------------------------------------
