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Constituent Import Utility and Local Use Fields

Tim Helmer
$organization

Hello!

I am starting to experiment with using the Local Use fields in the constituent import file and LP_CONSTITUENT_IMPORT and I am a little stuck with my first pass. 

In this case I want to update TX_CUST_TKW to insert the Customer No and have the appropriate Interest selected. Based on another forum thread I tried the following in LP_CONSTITUENT_IMPORT:

-- Local code goes here:
-- Local code goes here:

if @run_mode = 1 and @mode = 'A'

Insert into [dbo].TX_CUST_TKW

(Customer_no, Tkw, Selected)

Select customer_no, a.local_use0, a.local_use1

From dbo.tw_constituent_import a

where A.customer_no = @customer_no

and a.session = @session_id

And a.success_ind = 'Y'

and a.local_use0 = 10

and a.local_use1 = 'Y'


RETURN

While the import does run successfully and the new constituents are created, no update is made to TX_CUST_TKW.

After playing around and removing A.customer_no = @customer_no from the where clause I was seeing the first imported record update  TX_CUST_TKW but subsequent records produced a foreign key error because it was attempting to insert the customer ID from the first record over and over rather then the customer number for the next new record. I feel like I am close on this but not sure what might be wrong.

Thanks!

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  • $organization

    Remember that this procedure is called multiple times for every single customer imported. If you are using @mode = 'A', then you can only be inserting for one constituent at a time. So, you do need a filter on @customer_no. If you aren't getting the inserts to work with that filter, my guess is you'll need to look more closely at the rest of your WHERE clause. You might consider running a test import and then invoking your code manually for certain values of @session_id and @customer_no to validate that what you expect to be in tw_constituent_import is actually there.

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  • $organization

    Remember that this procedure is called multiple times for every single customer imported. If you are using @mode = 'A', then you can only be inserting for one constituent at a time. So, you do need a filter on @customer_no. If you aren't getting the inserts to work with that filter, my guess is you'll need to look more closely at the rest of your WHERE clause. You might consider running a test import and then invoking your code manually for certain values of @session_id and @customer_no to validate that what you expect to be in tw_constituent_import is actually there.

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