Folks,
Does anyone have a report/utility/script that would allow me to script associating two constituent records where:
1. both constituent records already exist within Tessitura
2. the Association types (School/Teacher and conversely Teacher/School) have been created
3. there is an Excel spreadsheet that holds two columns - the Teacher customer_no and the School customer_no
Any help would be greatly appreciated!
Martin (deep in data transfer heaven/hell)
Hi Martin,
Have you checked out the Education Custom Screen (solution #101) on TASK?I think this may create accounts for students instead of associating existing, but it mightbe something to help with customizing what you need.
Cheers!
The standard data conversion process should work here. Check the conversion_instructions and Conversion_layouts documents for instructions on importing data to the TX_XREF table.
\It will accept both customer numbers, which you have, and then only needs the association type ID and the full name of the associated record.