The SQL is attached that was used. Download and unzip
I will request that they supply all future documents for these additions like the one they added here. since I built the query on those headers.
Headers:
| Contact Name | Membership Type | ContactId | NRDS Id | Next Bill Date | RPAC Voluntary Goods/Service | RPAC Voluntary Amount | Goods/Service to Attache To | Frequency | Voluntary Item |
Once we get the file follow steps.
- Save the supplied file as CSV. I use the naming convention that looks like T1903_GZ00150280_RPAC_Import_20220830 (T1903_[HF Ticket #]_RPAC_Import_[YYYYMMDD].csv)
- Do a flat file import into MNDB013.GZ_BackupTablesArchive
- I recommend running against Clone first.
- Open T1903 Add RPAC.sql in GrowthZone_Instance1_ProductionClone
- Supply your LoginId in lines 14 and 156
- Run lines 5 through 15 (figure in 5-1) to verify you have a ContactId in Tenant. This is important for the import at the end.
- You can update line 19 with newly imported table if you want to look at it
- You will want to update line 35 to include the table you just created through import
- Once you have done that, run lines 22 to 145. You will see three sets of data return
- First set is where we can't make a match to an active membership. Investigate or give list to customer to verify these.
- Second is where the item already exists. Not a bad idea to have these contacts looked at to verify all is set up correctly.
- Third is the temp file created that is used for inserting the new records. Do some spot checking to make sure all looks good.
- Once all looks good, make sure that you supplied your LogingId in line 156
- Run lines 148 to 160 to verify no errors and the number looks correct.
- If all looks good comment the Rollback on line 160 and Run line 148 to 161.
- Cleanup temp table.
- Spot check a few and maybe have L1 spot check a few to make sure things look like they should
- If all looks good in Clone repeat process in Prod. No need to change anything in the SQL at this time as I include full path to imported table sitting on MNDB013.GZ_BackupTablesArchive