Let me second Walt's advice to dig into the ebase manual. While there are imperfect sections, the book is very good in this area. You'll need a legacy ID if you plan to import payments or any other sort of one-to-many data (that is, items in which potentially multiple entries are related to one Name). If you need this ID and don't have one, you can create it in Excel (which will probably be easier than Access). Just insert a new column and fill it with unique serial numbers. You can use the ROW() function to do this automatically. Do this before you import into ebase. The number you have assigned can then be used to link different kinds of data together.
Even if your data requires some manual editing during the import, using the import function is much easier than typing in 1000 records from scratch. Also, you can experiment, since ebase shows you what the data will look like before it is permanently saved in ebase. If it doesn't look right, just start over. Gary > Subject: RE: Importing from Excel was (RE: Year-End Tax Deduction Letter) > From: "Walt Daniels" <[EMAIL PROTECTED]> > Date: Sun, 30 Dec 2001 22:52:37 -0500 > X-Message-Number: 4 > > Make sure you change the subject when the subject changes and delete > irrelevant appends. I almost ignored you email. > > > -----Original Message----- > > From: Pat Horwitz [mailto:[EMAIL PROTECTED]] > > Sent: Sunday, December 30, 2001 7:43 PM > > To: TechRocks Support > > Subject: [support] RE: Year-End Tax Deduction Letter > > > > > > We are just getting started with ebase. Our questions > > is.............We now > > have 1000 names/addresses on an EXCELL database. Is there a way > > to dump the > > whole thing into ebase without re-entering everything into > > e-base one name > > at a time? (We also have it on ACCESS.) > > > Yes importing from Excel is possible. It may be either easy or hard > depending on how the data is recorded in Excel. For example you may have > city, state and zip all in one field or phone number is some strange > format, > etc. Without seeing your Excel data it is hard to guess how hard it will > be. > If you just have demographic information and no payment information it is > generally easier. Tell us something about your Excel file structure or > just > dig in with the Ebase manual and try it. > > ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
