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Add RPAC to T1903 - Richmond Association of REALTORS

Updated

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.

  1. 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)
  2. Do a flat file import into MNDB013.GZ_BackupTablesArchive
  3. I recommend running against Clone first.
  4. Open T1903 Add RPAC.sql in GrowthZone_Instance1_ProductionClone
  5. Supply your LoginId in lines 14 and 156
  6. 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.
  7. You can update line 19 with newly imported table if you want to look at it
  8. You will want to update line 35 to include the table you just created through import
  9. Once you have done that, run lines 22 to 145. You will see three sets of data return
    2. First set is where we can't make a match to an active membership. Investigate or give list to customer to verify these.
    3. Second is where the item already exists. Not a bad idea to have these contacts looked at to verify all is set up correctly.
    4. Third is the temp file created that is used for inserting the new records. Do some spot checking to make sure all looks good.
  10. Once all looks good, make sure that you supplied your LogingId in line 156
  11. Run lines 148 to 160 to verify no errors and the number looks correct.
  12. If all looks good comment the Rollback on line 160 and Run line 148 to 161.
  13. Cleanup temp table.
  14. Spot check a few and maybe have L1 spot check a few to make sure things look like they should
  15. 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