Dave, Hmmm. Since I was talking about the ebase import routine (the one that allows you to fix record types, check for dupes within the import data as well as with the existing ebase data) which is identical for all versions of ebase 1.xx. I'm pretty sure the dupe check and update feature works regardless of the FMP version, since it uses ebase functions for dupe check and updating. Am I wrong?
Carl Dave Shaw wrote: > Carl, that's inspired, I had been thinking of the import\update, but > hadn't thought it through to using the ebase import routine to update. > I'll add, since Kathleen didn't mention in the original post which > version of FileMaker she is using, that the import\update feature is > not available on version 4. If she is using 4 it would still be > possible to get the data in to ebase, but it would be way more > complicated, using a relookup or a script with set field steps. > >> If you can include your ebase record number field in the tab >> delimited export, and that field can be returned to you, you can then >> simply reimport the data back into ebase using the ebase import >> routine. When you do the dupe check with the existing ebase data, >> check for dupes based on record number. Then, make sure all the >> import records come up as dupes, spot check several of the records to >> make sure they truly match up properly, and set all records to >> Update. For the last step of the import, make sure the radio buttons >> for the Update records are set to replace the ebase address data for >> address/delivery, address secondary, city, state/province, zip, zip >> +4, etc. (check the "Y" option, not "N" or the only if empty >> option). Do the import. This should leave the existing records >> intact and only update the fields you specify (the address fields). >> Payments and other data will remain attached to the proper records. >> >> Oh, and one more thing, make sure to make a backup before doing the >> import, so you have an up-to-date file to return to if anything goes >> awry... >> >> Carl Paulsen >> 8 Hamilton St. >> Dover, NH 03820 >> 603-749-2310 >> [EMAIL PROTECTED] >> >> >> >> Kathleen Ackley wrote: >> >>> I would like to get our database updated with the National Change of >>> Address Service. However, I am a little confused about how I am >>> going to >>> get that information back into Ebase. I will be providing them with a >>> typical tab-delimited file that only contains the address >>> information for >>> our members. They will update it and send it back to me. Then, how >>> do I >>> take that file and update Ebase? Must I do it manually? What have >>> other >>> folks done? Thanks! >>> >>> Kathleen >>> >>> ------------------ 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.unsub%% >>> --------------------------------------------------------------------- >>> 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.unsub%% >> --------------------------------------------------------------------- >> ebase - Relationship Management for Nonprofits, http://www.ebase.org >> --------------------------------------------------------------------- > > > -- Carl Paulsen 8 Hamilton St. Dover, NH 03820 603-749-2310 [EMAIL PROTECTED] ------------------ 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 ---------------------------------------------------------------------
