>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?
Nope, you're exactly right. Obviously I hadn't thought that through. It looks like the "Update" part of the ebase import process uses the complicated "set field" process I was talking about as a workaround for not having the import\update feature that became available in FM version 5. Updating records with the NCOA data should work exactly as you describe. Thanks, Carl, good catch. >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.unsub%% >--------------------------------------------------------------------- >ebase - Relationship Management for Nonprofits, http://www.ebase.org >--------------------------------------------------------------------- -- -- Dave Shaw H4 Consulting tel: 206-954-7526 fax: 206-625-1338 ------------------ 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 ---------------------------------------------------------------------
