[PMulligan]

So I'm pretty new to import, but just sucessfully imported 700 new records into RE. 100 of the records were exceptions because they were already in the system. I need to add a constituency code, attribute and multiple gifts to these existing records. I created the exception file when I added the donor records. Now though am at a bit of a loss as to how to use that exception file (CSV) to update the existing. Seems like it should be do-able and I might be missing something obvious but am hoping to not have to go into each record and pull the Const ID or Import ID and then manually add to data file...any thoughts?

[jas.]

what we do for situations like this is we have a dummy attribute category. use your exceptions file import the dummy into all the exceptions. create a query of the imported records, then use that query to create your new import file with the information you need, then use global change to remove the dummy attribute.

[BarbaraMachtinger]

Quote:

Originally Posted by jas.

what we do for situations like this is we have a dummy attribute category. use your exceptions file import the dummy into all the exceptions. create a query of the imported records, then use that query to create your new import file with the information you need, then use global change to remove the dummy attribute.

Hi. I have the same problem. How do you import the dummy attribute into the exceptions without having an ID to begin with? I can see importing all the exceptions as new records, creating an output query with an ID, and then deleting the records from the import query. Is there a way to avoid creating and deleting new records?

Thanks.

[jas.]

you know, looking back on this, I realize that I totally missed that aspect of the question. I.... don't know.

[DavidZ]

So I don't get it. How are you determining that they are already in the system if you are not using the constituent or import id to add the records to begin with?

I have an application that will look up the records based on key fields (such as first, last name, address line, zip, email, etc) so that when you don't have the id it will look it up. You can get more information from my site at Zeidman Development | Downloads

Feel free to contact me if you need any more information.

David

[wolfganghario]

Hi Paul,

What information have you got in your exception file (csv)? Was it a query of exceptions generated from your import?

Thanks,
Lee