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Importing Constituents into FE

Last post 12-05-2003 11:20 AM by OBS315200729William OBS315200729Da Silva. 3 replies.
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  • 12-05-2003 10:42 AM

    Importing Constituents into FE

    Has anyone set up a VBA script that will allow someone to "easily" import individual constituents from RE into FE? I need to charge and send statements to constituents in AR7 and I need a regular user to be able to import the constituents into FE with the push of a button or two on a regular basis... THANSK!
  • 12-05-2003 11:00 AM In reply to

    Importing Constituents into FE

    Never tried but should be quite feasable. First, you will probably need open access to your RE data. If you have RE7.6 on SQL Server 2000 or the Oracle version, you already have open access. In your VBA procedure, prompt for a Constituent ID (no need to recreate a whole search module). Then, using recordsets and an ODBC, run the necessary SQL query on you RE database. With the recordset open, you will have all the constituent Info you need to add the record to FE. William da Silva President, eSimpleIT Technology and organisation simplified [Email Removed]
  • 12-05-2003 11:09 AM In reply to

    Importing Constituents into FE

    William, many thanks for your quick reply... I am using 7.6, of course! :-) Unfortunatly I am not versed in VBA at all... I can easily create the query needed in RE7 but what would I need to do to setup something that would take this query and drop it into FE that a regular user can run. My original imports into RE7 (I did my own conversion) were complicated and required multiple imports for each constituent (name & address import, pphone import, attribute import, etc...) I cannot have my users doing that everyday, as I am sure you can imagine... THANKS AGAIN!
  • 12-05-2003 11:20 AM In reply to

    Importing Constituents into FE

    The easiest to do (for both you and user) would be for FE to "steal' the info from RE, and not RE drop the info into FE (the second would require VBA and API, more complicated). If you do not know how to code VBA, this will surely be a complicated task. Knowing SQL is a good start though. First thing you could do is create an SQL query (say in MS Query Analyser if you have the SQL tools installed). Make sure that in your query you have all the fields you want with the final result in each (do you want PhoneType = 3 or PhoneType = Tel...). You could then use this query in the VBA code, or even create a View directly on your SQL server (under an different owner than dbo of course). For the actual VBA coding, you may want to get a VBA programmer to do it. Someone who knows RE would be best. I do ot know what part of the world you are in, but you can contact me directly for any questions. My email link is below. William da Silva President, eSimpleIT Technology and organisation simplified [Email Removed]
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