Constituent Import - business title

To my knowledge, that would be a customer mod to the Constituent Import Utility.

• create your own copy of the procedure AP_CONSTITUENT_IMPORT
• create a new version of TW_CONSTITUENT_IMPORT and add the business title column
• replace all references to TW_CONSTITUENT_IMPORT with your new table name
• create a business title variable in the newly created version of the import proc
• modify the fields for the dynamic SQL view and trigger that get created by the proc to include business title
• add business title to the table variable @tblSals
• add business title to the cursor CI_CURSOR
• add business title to the insert statement to tx_cust_sal
• update the report to hit your new proc

I think that's it.....

Regards,

Matt

David, I'm doing my first import that is not all Individuals.  How does the import process work for Corporations, Foundation and Government Agencies?

For instance, I know I can create a household account with two individuals during the import.  Can the same thing be done for a Corporation with an affiliated Individual?  How about with more than one affiliated Individual?

Is the import format the same for all constituent imports?  If so, then I can see a lot of manual data entry in my future...

Thanks!

Hi Craig,

I've only ever imported individuals to be honest! I've not even gone down the path of doing Households as yet.

Sorry I can't be of more help,

David

Hi,

I've created a version of the Constituent Import which will import Companies and any affiliated Individuals. I'm checking for the existence of the Company and only creating it if it's not in the database, but the check I'm doing on the Individual only happens on Individuals already affiliated to the Company. It does mean that I sometimes get duplicates created - if the Individual is already on the database but has no current affiliation to the Company.

I can post a copy of the code if you like. Its based around the standard import and I've commented the changes.

Debbie 

Hi Debbie,

I'd love to have your code if possible?!

Thank you,

David Geoffrey Hall

Hi David,

Code attached. It's not very well commented, I'm afraid I always leave the comments and think I will go back to do them, then forget or get excited about something else.

If its not clear, let me know.

Debbie

Hi Wendell, Can you pick up the code file? If not, I'll mail it directly to you.

Debbie

Hi Debbie,

Have just had a quick skim of the code and it looks great. So I have this right, have you edited the XML file to include a Company field? Would you mind sharing an example of the XML file you use and potentially event the headers of your import file?

Thanks

dgh

.

Hi David,

Yes, I amended the XML, but I can't find the final version. I'm attaching a copy of the data file I used with lots of x's instead of names. I'm also attaching the two XML files that I initially thought I would use. The final version was a combination of the two. Weirdly I kept those but not the final version! I don't know why.

Getting the format file and the data file to match and import correctly is a game of patience I'm afraid. I reduced my data file to just a couple of records to do the de-bugging on it. Dates give a bit of trouble sometimes.

Sorry I can't be of more help.

Debbie

I'm having trouble attaching more than one file.....bear with me.

and the final one!!