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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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  • Former Member
    Former Member $organization

    Good day, Debbie …

     

    We’re still relatively new, and we’d be very grateful for code samples.

    Like many others, I’d would like to see your code.

     

    Best Regards

    Wendell Baskin

    Bass Hall – Fort Worth

    wbaskin@basshall.com

     

     

     

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Debbie Harland
    Sent: Thursday, September 26, 2013 10:29
    To: Wendell Baskin
    Subject: RE: [Tessitura Technical Forum] Constituent Import - business title

     

    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 

    From: Craig Badinger <bounce-craigbadinger6046@tessituranetwork.com>
    Sent: 9/19/2013 9:32:50 AM

    That’s OK, thanks for responding.  The good news for you is that households is easy.  I managed it without a hitch.

     

    Craig Badinger

    Donor Relations Manager

    305.929.7000 x 1412

    2200 Liberty Ave.
    Miami Beach, FL 33139


    miamicityballet.org

    facebook | twitter | mcb blog

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of David Geoffrey Hall
    Sent: Wednesday, September 18, 2013 6:54 PM
    To: Craig Badinger
    Subject: Re: [Tessitura Technical Forum] Constituent Import - business title

     

    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

    From: Craig Badinger <bounce-craigbadinger6046@tessituranetwork.com>
    Sent: 9/18/2013 4:04:57 PM

    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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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  • Former Member
    Former Member $organization

    Good day, Debbie …

     

    We’re still relatively new, and we’d be very grateful for code samples.

    Like many others, I’d would like to see your code.

     

    Best Regards

    Wendell Baskin

    Bass Hall – Fort Worth

    wbaskin@basshall.com

     

     

     

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Debbie Harland
    Sent: Thursday, September 26, 2013 10:29
    To: Wendell Baskin
    Subject: RE: [Tessitura Technical Forum] Constituent Import - business title

     

    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 

    From: Craig Badinger <bounce-craigbadinger6046@tessituranetwork.com>
    Sent: 9/19/2013 9:32:50 AM

    That’s OK, thanks for responding.  The good news for you is that households is easy.  I managed it without a hitch.

     

    Craig Badinger

    Donor Relations Manager

    305.929.7000 x 1412

    2200 Liberty Ave.
    Miami Beach, FL 33139


    miamicityballet.org

    facebook | twitter | mcb blog

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of David Geoffrey Hall
    Sent: Wednesday, September 18, 2013 6:54 PM
    To: Craig Badinger
    Subject: Re: [Tessitura Technical Forum] Constituent Import - business title

     

    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

    From: Craig Badinger <bounce-craigbadinger6046@tessituranetwork.com>
    Sent: 9/18/2013 4:04:57 PM

    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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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