Hi all,
I'm looking to bulk add a Constituency for our volunteers. The wrinkle is that I'm not sure which of the 200+ folks are currently in Tessitura. We don't want to create records for their own sake, but recognize those folks who are already in place, and mark them. The order of operations is:
Is this possible with vanilla Tessitura? I can enlist Extended Services, but I'd like to know if this is doable without SQL work.
I would suggest doing a constituent import - and set Create Duplicates to NO then from the output you will see who was found as a duplicate and the new records created. Then you can use the list of all to add/update the constituency.
That had been my first thought, too. I've never gone through that process before (file preparing, etc.) and I'm trying to weigh the time/effort required- how extensive is it?
Will the resulting 'review only' list indicate which existing records stopped an import from being created?
The report will tell you which ones already exist.It isn't too terrible. There tend to be little things that can trip you up, but after doing it once it is pretty easy to do again. Happy to help if you get stuck at all.
Thanks! I might very well take you up on that. To clarify- does it say "John Smith already exists, he's at ID 12435", or will it say "x rows created, y rows not created"
It will tell you John Smith, #12334 will not be created because he already exists.