**Self-Hosted**
Does anyone have a way to find the corresponding customer_no's for a large number of email addresses that lives in the client? I have a way that works now, that is in an Excel spreadsheet, that queries Impresario (the user puts the email addresses on one tab and then the id's are produced when they press refresh on another), but this solution requires the user to have impresario user permissions to a specific view in impresario.
I really need a solution that can live in the client and can be accessible via "reports and utilities" so that I don't have to give the permissions at the SSMS impresario level.
Any thoughts?
We are getting all these email addresses from people who attend zoom events and such (large numbers, like hundreds of them) and my coworkers need to know the Tess ID's to match those so they can make updates to the records (like marking an activity as attended).
Like I said, the current solution works but we don't want to keep doling out impresario permissions outside of the client, and it is increasing the workload for the few people who already have it. AND we have enough things here at SLSO that operate outside the client (Like that front of house Access form I have been asking for help with in the Dev forum). Managing yet another is not ideal.
Ashley Elliott
Database Administrator
St. Louis Symphony Orchestra
314-286-4198
ashleye@slso.org
Hi Ashley! I have a suggestion for you. We are going to "color outside the lines" a bit so stick with me. First, check out this import video series, specifically Part 3: Additional Import Tips: Better Constituent Matching with External IDs. It describes how you can store external emails, like ones used to register for a Zoom event, as attributes on constituent records, and then use them as a lookup key with the import utilities. (The emails can of course also be stored as regular emails.)
Once you have the data in place (this could be imported via the Constituent Import Utility for example), you can use the Order Import Utility to search for constituents, even if you don't intend to create an order. If you try to import a data file that only contains email addresses in the import_account_id column, and no order data, it will look like this in the import utility in Review mode:
As you can see, it matched an existing constituent, but failed the rest of the order. At this point, you can save the results to a list (Reports > Save As List) and then do whatever you'd like with them. You don't need to run the utility in Import mode.
I hope that makes sense!