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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi everyone,

I am trying to import records from an excel file. Initially I created a template file to import from. I matched up the fields and it imported the file and filled in the 48 fields.

This process caused some problems because when a file came in, it needed to be renamed to the template and then the import script would find it. It then needed to be saved with it's original name into the proper folder.

To make the process better I created a script where a variable is set to find the file in it's original name in the intended folder. The variable worked and it finds the folder, but instead of importing one record and filling in 48 fields, it imports 48 records! Each record has the same field filled in with different values from the excel file. Meaning record 1 has the job number from the excel file in the job number field of FM. Record 2 has the job description of the excel file in the job number field of FM.

I have the specify dialog box marked with the variable ($vPath). File type = "Excel Files (*.xls)". First row option = Field names (though I deleted the field names in excel changed the first row option to "Data" as a test with the same result. Under import mapping I aligned the FM fields in the order they appear in excel. The source fields are not visible as the file name is a variable. I have "Add New Records" checked. I even tried adding a new record step in my script and set the field with the job name and tried "Update matching records in found set" and got an error saying "At least one pair of matching fields must be specified for the 'update matching records' option." I did specify a matching field but there was no field to the left.

Am I doing something wrong or can this simply not be done?

I would appreciate any help

Thanks

Mike

Posted

I figured out what was wrong. Being as the file was not specific, it defaulted to the first tab, which was a form. My import records were on the 2nd tab in a single row. I simply move that tab to the first postition and it worked fine.

Thanks anyway everyone

This topic is 5867 days old. Please don't post here. Open a new topic instead.

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