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New Article Posted – Importing Data Isn’t Always as Simple as it Seems
24 November 2014, by , in New article, 1 comment

One of the most common requests I hear from my clients is that they want to be able to easily import outside data into the database. They might have things like lists of attendees from meetings not managed in the primary database; or membership leads gathered from a trade show staff recently attended; or names of people who showed up and registered on-site for a recent event.

Whatever the reason, at some point, every one of my clients has had a list of names and/or companies that they wanted to import into their AMS. The challenge is that it’s never as simple as it sounds.. Click here to read the rest of the article.

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1 Comment on "New Article Posted – Importing Data Isn’t Always as Simple as it Seems"

Dave MacSwain - 28 November 2014 Reply

Very nice article, Wes. You state the case very clearly, with excellent examples. Like many things in I.T., what appears to be simple on the surface, has implications well beyond an AMS database update. Another thought on this challenge is to format external data in to CRUD transactions, then run them through your database update program. But, you will still need a member number with several transaction types.

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“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance
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