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
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
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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,
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!
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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.
Hi Wendell, Can you pick up the code file? If not, I'll mail it directly to you.
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
.
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.
I'm having trouble attaching more than one file.....bear with me.
and the final one!!