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Constituent Import - business title

David Geoffrey Hall
$organization

Hi Tessitura Network,

I regularly do constituent imports, and have not yet found a way to easily (read: not manually!) import a Business Title field to be included in the new constituent records.

Is there a way to include this when using the Constituent Import Utility?

Cheers,

David

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  • $organization

    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

     

Reply
  • $organization

    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

     

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