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Finance | Project Operations, Human Resources, ...
Suggested Answer

Table Import New Records Only

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Posted on by 12

We have a challenge and I am not sure how to address this one.

The table we are wanting to update (modify) is the SY04906 -- first points if you know without looking it up -- that this is the Vendor Email Option window in which you can set the values for a vendor with respect to sending emails.

The switches are simple - Enable ( Yes / No ) and such - however we encounter a challenge with the email addresses

We have collected - in Excel - all the new / or updated email address for vendors we want to look at.  However, when we attempt to import the data to the table all but 10 or 15 of them fail.  When looking at the data in SQL we see that in all of the cases there was an email address already there.

We have a list of over 300 vendors that we want to update.  Not only the SY04906 but the SY01200 and a couple of others related to email address.  All need to be done by Table Import.  Our challenge really is that we are not confident in the SQL side enough that we would write a script, look at the values in the excel table and import them.  I am crashing the SQL books right now to figure out how to take the CSV file and get it into a SQL table.  From their I am thinking I would do an update where the new email would be selected from the 'imported table'

Anyone got a better suggestion?  Right now we might consider anything.

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  • Suggested answer
    Justin Sutton Profile Picture
    on at

    Hi Bill,

    What do I do with my points... do I get a stuffed animal?

    All kidding aside, is there a specific reason to use SQL to pull this off?

    It may be better to use Integration Manager if you have it setup in the system.

    That said, I am quite a fan of using a mail merge macro to do these one-time imports:

    stoneridgesoftware.com/.../

    Just update one manually while recording, then use that as a template for the rest.

    The best part of this is that it is just like user doing it so it passes all of the usual data checks. Macros also sometimes work with third parties that may need updated.

    Edit: Just to add a quick note, this will not be the most time-friendly way of going about it, and you will want to make sure that all emails for each vendor are treated as a single field for the macro. 

  • Bill Campbell Profile Picture
    12 on at

    I should have qualified - those that wrote the code dont really earn points - as one of the DJ's on XM says - 'Pride not Prize' for the right answer.

    Now, I have to review what you actually sent in the link so I can comment on the rest of the post - but I wanted to tamp down the stampede for more points.

    Thanks for the chuckle.

  • David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    14,095 Most Valuable Professional on at

    Hi Bill

    You can use GP Power Tools to read a text file and import data (either by driving the interface or direct to tables). I have a sample I can send you.

    Or you can use the mail merge method.

    https://winthropdc.wordpress.com/2008/10/29/how-to-use-word-mail-merge-and-macros-to-import-data/

    Please note that macros don't handle checkboxes very well as they will always toggle the value. ie if it is ticked, it will become unticked. If it is unticked, it will become ticked. Using GP Power Tools does not have this issue as you are setting the checkbox to true or false.  GP Power Tools can also handle conditional field imports, ie. only filling in extra fields if they are selected. A Macro cannot handle any conditional situations.

    Regards

    David

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