I was just wondering if there has ever been any discussion with Blackbaud about the possibility of having Import-O-Matic import profiles be a part of the Raisers Edge Queue Service? That would allow users to run an 'On-Demand' queue that would export data and import it using IOM instead of the Raisers Edge Import function.
In my specific situation, I cannot use the RE Import function to import relationship alias's but I can with IOM.
Hi Jeff - I've looked into the scheduler but in this very specific scenario, it would not work. At the very beginning of the entire process, there has to be some minimal human procedure.
J
Jeffrey Montgomery
said
over 10 years ago
Hi Patrick,
Perhaps the forthcoming IOM API could take care of that procedure? What does it need to do?
Jeff
P
Patrick Manning
said
over 10 years ago
It's complicated but we enter parent information, with child/student relationships, through batch. Because we cannot enter the student ID using the 'relationship alias' in a batch, we put it in 'relationship notes.' When a batch is committed, I run a queue that exports the information into a Crystal Report, where it is manipulated and dumped into a comma-delimited file. In a perfect scenario, it would export the data, manipulate it, and import it back in the right place. But because Raisers Edge won't allow an import of 'relationship alias' I have to use Import-O-Matic in that step. Then, because I cannot using Import-O-Matic to 'delete' the relationship notes (using that carrot ^ character) I then have to run a Raisers Edge import to remove that ID from relationship notes.
J
Jeffrey Montgomery
said
over 10 years ago
Do you happen to have the RE7 VBA module? I think a few lines of code in the Batch_BeforePostRecord() event might eliminate all of this. :)
P
Patrick Manning
said
over 10 years ago
We do have the VBA module for Raisers Edge but I couldn't tell you how to use it. I've not had a chance to play around with it yet.
J
Jeffrey Montgomery
said
over 10 years ago
We do have the VBA module for Raisers Edge but I couldn't tell you how to use it.
Oh, don't worry, I know how to use it. :)
Yes, I think some VBA scripting could avoid all of that exporting, manipulating, and re-importing (based on what I know so far). If you'd like to work with our customization team to do that, just let us know. To your original question issue though, I think the forthcoming IOM API would definitely be able to help you set fields you can't set in batch currently.
Patrick Manning
In my specific situation, I cannot use the RE Import function to import relationship alias's but I can with IOM.