Access 2007-2019
Access 2000-2003
Access Seminars
TechHelp Support
Tips & Tricks
Access Forum
Course Index
Topic Glossary
Insider Circle
Home   News   Tips   Glossary   Templates   Forums   Help   Logon   Order   Contact Us  

News      User Comments     History     Notify Me

5/4/2014 3:24:36 PM
Microsoft Access Expert 20
By Richard Rost   Richard Rost on Facebook Richard Rost on Twitter Richard Rost on Google Plus Richard Rost on LinkedIn Email Richard Rost

Microsoft Access Expert Level 20 is 1 hour, 49 minutes long. In this class we will focus on importing and linking to external data sources, and sending mass email. Topics include:

- Sending Mass Email from Access
- Importing Data from Microsoft Excel
- Linking Live to Excel Spreadsheet Data
- Importing Text Files
- Importing Data from HTML Pages
- Importing and Exporting XML Data
- Saving XML Schema Data (Table Info)
- Linking to Outlook Folders
- Reading & Editing Inbox & Contacts

Click here for more information on Access Expert Level 20, including a course outline, sample videos, and more. This course was recorded using Access 2013, but is also valid for Access 2007 and 2010 users. This class follows Expert Level 19. The next class in the series is Expert Level 21.

Permanent Link
Course Link: Microsoft Access Expert 20
Keywords: access expert 20 importing linking excel html xml xsd outlook contacts inbox
Page Tag: whatsnew
Post Reply

Importing Duplicates Comment from Michael Adams @ 8/9/2014

I have a situation where I have to important customer information from multiple ticketing agencies for the theatre company I work for and I have a couple of questions about importing that I hope you can answer for me.

Firstly, I get a report from an agency which includes their UID for the customer. That is different to the UID I have for the customer. I don't want to overwrite that customer data every time I do an import and I don't want to append the data or I will end up with duplicate records for each customer. Is there a way I can upload only new records?

1. Would this be by making the attribute with the agency's UID in it indexed and not allowing duplicates?

2. would this be best managed by having an import table which is rewritten every time and then a series of queries that contain a criteria that excludes records if the AgencyUID in my main customer table does not equal the UID of the imported data, and  then appends the result of that to my main customer table?

Second issue, as I mentioned earlier my theatre company deals with multiple ticketing agencies because we do a lot of touring. This means at the end of the year I could end up with 8 John Smiths being imported if John Smith had attended a show in each of the 8 different venues. This is annoying. I would like to have a single view of the customer so that I can create queries and reports that show that customer's overall purchasing behaviour. How would you solve this situation? Would you have each agencyUID in the main customer table? Would you have a many to many table situation set up? Then on the importing data front, I think the issue is the same the one above, how would i not create multiple records for the same customer? Would the process of relating an existing customer to a new agency UID need to be a manual process the first time that agency UID is uploaded?

Thanks, Mike

Reply from Richard Rost:

Michael, your first question will be answered in Expert 22 where I cover importing price changes from vendors. You would basically keep the vendor's ProductID in your database in addition to your own. This way your database knows which products already exist - and just to update the pricing, rather than import the entire record.

You would need some sort of unique way to identify each John Smith - a phone number or email address, perhaps. Once you have that, you could certainly set up a unique record for him in a customer table, and then many-to-many relate him to an agency table.
Show Just This Thread        Post Reply

Add Your Comments or Subscribe
If you just want to subscribe to get email updates when the News is updated, then enter your name and email address and check the Notify Me box below. If you would optionally like to add your comments below to be posted, they are welcome.
  Your Name:  Required
  Your Email:  NOT Public


Sorry about this step. It's just to keep the spam bots away:
  Verify: What is 5+8:
  Notify me when the News is updated.
  Remember Me for my next comments
Please do not use this form for Customer Service inquiries! If you have questions about your account, shipping info, courses you've ordered, need passwords, etc. please use the Customer Service Center instead.

I value your comments. They will be displayed on this page (above). Your name will be displayed, but your email address will not be.
As always, I promise to never give away your personal information to anyone else, ever.

NOTE: If you don't leave your name and email address, DON'T expect a reply. I can't promise a personal reply to everyone who posts here. I TRY my best, but I cannot guarantee it. If you don't leave your real name and email address, I won't even bother. I usually just hit DELETE. -Richard



You may want to read these articles from the 599CD News:

8/15/2019Last Chance for Access CDs
8/1/2019Customer List Form Template
8/1/2019New Template Access Customer Database
7/30/2019Microsoft Access Developer 13
6/20/2019TIP: Validation Rules in Access
11/20/2018Microsoft Access Developer 12
8/25/2018NEW: Access Dev 9, 10, 11
8/25/2018Microsoft Access Developer 11
8/25/2018Microsoft Access Developer 10
8/25/2018Microsoft Access Developer 9

Visual Basicindex
Account Login
Online Theater
Lost Password
Free Upgrades
Insider Circle
Student Databases
Change Email
Latest News
New Releases
User Forums
Topic Glossary
Tips & Tricks
Search Our Site
Waiting List
Production Schedule
Collapse Menus
Live Chat
Customer Support
WalkThru Tutorials
Consulting Services
About Us
Affiliate Program
Richard Rost
Free Lessons
Mailing List
Video Tutorials
MYOLP Memberships
Idiot's Guide to Excel
Volume Discounts
Payment Info
Terms of Sale
Gift CDs
Live Chat
General Info
Support Policy
Contact Form
Email Us
Mailing Address
Phone Number
Fax Number
Course Survey
Facebook    Twitter

Google Plus    LinkedIn

Blog RSS Feed    YouTube Channel
Richard Rost Microsoft MVP