• Replies 11 replies
  • Subscribers 339 subscribers
  • Views 129 views
  • Users 0 members are here
Related

Importing a list based on RE Legacy IDs

Jenni Daniel
$organization

Hi everyone,

We converted to Tessitura from Raiser's Edge 7 about a year ago, and I realized that we missed mapping over a handful of solicitor assignments (which we mapped to Attributes in Tessitura). I have a list of constituents' RE Legacy IDs (which is also an attribute in Tessitura). Is there a way to get these folks on a List Manager list so that I can use the Manage Attributes utility to add the info I need?

Thanks so much!

Jenni Daniel
Director of Development
New Orleans Museum of Art
jdaniel@noma.org

Parents
  • $organization

    Hi Jenni

    If you don't have a database person who can import the table directly into SQL, I suggest using excel.

    In Tessitura, create a list of everyone with the RE Legacy ID, adding other appropriate criteria so that you're only selecting a subset of your data that you know will include the 200 records of interest.
    Make sure your output set includes the Legacy ID attribute.   Export the list to excel.

    Do a VLOOKUP in excel between your list of 200 RE IDs and the Tessitura data to find the Tessitura customer number for each row.  This is the missing link you need.

    Re-import that Tessitura IDs list into Tessitura - and use that to update the solicitor assignment attribute using the Manage Attributes utility.

    best wishes

    Alison

Reply
  • $organization

    Hi Jenni

    If you don't have a database person who can import the table directly into SQL, I suggest using excel.

    In Tessitura, create a list of everyone with the RE Legacy ID, adding other appropriate criteria so that you're only selecting a subset of your data that you know will include the 200 records of interest.
    Make sure your output set includes the Legacy ID attribute.   Export the list to excel.

    Do a VLOOKUP in excel between your list of 200 RE IDs and the Tessitura data to find the Tessitura customer number for each row.  This is the missing link you need.

    Re-import that Tessitura IDs list into Tessitura - and use that to update the solicitor assignment attribute using the Manage Attributes utility.

    best wishes

    Alison

Children
No Data