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Create new accounts from exel

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Every week I upload a spreadsheet with 1000 "jobs" on it. Each job is one service at one location for an account. Each account has an account number. There are about 500 "jobs" per week. I need a process that adds "new accounts" but does not duplicate

Logic looks like

Step 1

For each new job lookup customer number in existing accounts list

If this account number exists go to step 2

If this account does not exist create a new account with this information and account number - now go to step 2

Step 2

put job ticket into jobs table

Its been a long time and many versions ago since I used FM. Any help appreciated. Or if this is wrong forum please redirect.

Thanks

JW

If you define the account number in the Accounts table to validate as 'Unique, Validate always', you can import the new jobs into Accounts - either directly or from the Jobs table.

  • Author

ok... and it will just ignore the records for which there is a match on ?

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