New, and probably asking the most frequently asked question ...
So we have legacy data from an email signup form, with name, email address, and interests. Depending on the email address, we want to either create a constituent, or update the interests (and e-marketing restriction) of an existing one. The rule is: the email address identifies the constituent.
There is surely a utility that does this--but when I asked WordFly about it, they sent me here.
How can I get all these people into Tessitura.
Best,
Tushar
Hi Tushar,
Nothing I know of does that. The Technical forum may be better for this. There is the Constituent Import utility which may be good for people not in the system yet, but I don't know much about it.
You could do some things in SQL, have a table with all this data, write a procedure to look for each email and return the ID in a column if one exists for that email. Then write the restriction data to the appropriate place for those with IDs. Depending on how many this is it's sometimes easier just to get a person to do it manually.
Ann
Thank you very much, Ann, this gets me started! We might just use the constituent import utility to see how dire the duplicate situation is. Do you run custom SQL (of any sort) regularly--clearly it's in my future. Thanks again! Tushar
You're welcome! I'm not the one who runs it, but I think nearly every organization in Tessitura has some customization at least for things like their ticket history and sometimes for a lot of things. It just depends on how much IT support they have and special requests they have. Talk to your DBA and see what they can do for you. Definitely try things in a Test environment first.