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Importing data

Both of Polytrope's vertical market database solutions—CMAssistant and Goodbooks—are "relational" databases with somewhat complex structures. Neither is designed to make it easy for you to import data from an external source such as an Excel spreadsheet. This isn't a weakness of the programs, it's simply an unavoidable consequence of their structural complexities.

In CMAssistant, for example, we are asked a couple of times a year how to import a spreadsheet containing info about drops for a new publication. This is not something that you can do as a user. The spreadsheet you have in hand may look simple to you, but it never is. In CMAssistant, the publication has to go into the PUBS table, an ID has to be created for that pub in the data format that CMAssistant expects, and some other preferences have to be filled in. The location info (name of the business and its address) goes into the LOCATIONS table. A "join record" has to be created in the DROPS table, to link the address to the publication. And the copy amount that you have in your list has to be entered into a new delivery record, with a date, route assignment, and the appropriate links to all of the other tables just mentioned.

A "table" in this context is a container for data that has a certain fixed structure.

Similar problems occur with external lists of prospective donors that you might wish to import into Goodbooks. In Goodbooks, people's names are stored in one table, their addresses are stored in a different table, phones in a third table, and so on.

What are your options?

If the number of records you need to import is small, it may be easiest simply to type them into the database one by one. This will insure that everything is properly placed and that the necessary IDs and links between tables are created.

If the number of records you need to import is larger, simply contact Polytrope Support. We will be happy to import your data into your database. We charge our standard hourly support rate for this service, and in order to do this, we will need to get your files from you. This is the same service that we provided when we converted your old data at the time you originally purchased your license from us. Contact us by email for more info, an estimate, and/or to schedule an import.

Page last modified:  February 24, 2010 12:44
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