Importing Action/Attribute for Survey Results

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Koly Namdarian 2
Koly Namdarian 2 ✭
Eighth Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussion
I am trying to import survey results into the Action Attibute


I have set the questions all in the back end 

1. Confif- Attributes - Action then

2. Tables - I have found the questions I set up in Step 1 and have set the answers for each question


It is my excel importing that is not working..

It can be done as a consultant helped me last year


**Help Needed**


Cheers



]Koly
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Comments

  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    Could you provide some additional information about which part of the import isn't working, e.g. any error messages?


    Are you trying to import new actions with attributes, or are the actions already on the constituent records and you're adding the attributes to them retrospectively? It can be done either way but the process will be slightly different for each.
  • Koly Namdarian 2
    Koly Namdarian 2 ✭
    Eighth Anniversary Facilitator 1
    Hi

    Thank you for getting back to me


    The exception error says
    Invalid field value: Field is read only: Constituent/Event/Appeal


    The Action already exists - so I have set that up and it is in their record

    Just need to add the attributes to that Action


    Cheers



    Koly

     
  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    It sounds like the import is trying to change a value in one of your fields, which it shouldn't need to do here as you're adding new attributes rather than updating existing ones. Are you using a Constituent Action Attribute import type, and selecting "import new records"?
  • Alicia Barevich
    Alicia Barevich ✭
    Tenth Anniversary Facilitator 1 Photogenic
    I've gotten that error before when trying to import data into a record that's locked for editing. Try importing that line of the file again, after ensuring the record isn't opened by anyone else.
  • Koly Namdarian 2
    Koly Namdarian 2 ✭
    Eighth Anniversary Facilitator 1

    Hi 


    Thank you for responding, gave that a go and no luck :((

    Can you attach files to these threads?

    Have a great day 


    Koly


    Alicia Barevich    :

    I've gotten that error before when trying to import data into a record that's locked for editing. Try importing that line of the file again, after ensuring the record isn't opened by anyone else.

     

  • Koly Namdarian 2
    Koly Namdarian 2 ✭
    Eighth Anniversary Facilitator 1
    Hi


    I am using a Constituent Action- that's what support told me to use

    I can try with a Consituent Action Attribute - so it came up with an error message

    Duplicate Field 'Category'not allowed as there more than 20

    I am wondering if I can paste the fields I have with dummy answers to show you?

    Do you know if it is possible via this?


    Cheers


    Koly
  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    Hi Koly,


    To post a screenshot on the forum, you'll need to save it as an image file first and then click on the Image icon on the toolbar above your reply (2 items left from the paperclip) to attach it to your post.


    I've included an example below of how your import file might look, and then how those fields are mapped in Import (if you give the column headings the right names in the spreadsheet, RE will map them automatically). ACImpID is the import ID for the action that you want to add the attribute to.

    eddea5280628530dd033c3fae2d7e0a5-huge-ac


    If you're adding multiple attributes to the same action, you'll need each attribute to be on its own row in the import file (so there will be duplicate values in the Action Import ID column). It sounds like you've currently got one row for each action instead, with multiple columns for the different attributes; this is why you're getting the message about the duplicate category. The Constituent Action Attribute import type is expecting one action attribute per line, and if there's more than one category on that line it doesn't know which one to use.
  • Koly Namdarian 2
    Koly Namdarian 2 ✭
    Eighth Anniversary Facilitator 1

    Hi Alan

    Apologies for not getting back earlier - was away

    Thanks heaps! I have attached the file

    :))

    Really appreciate your help

    Koly



    Alan French    :

    Hi Koly,


    To post a screenshot on the forum, you'll need to save it as an image file first and then click on the Image icon on the toolbar above your reply (2 items left from the paperclip) to attach it to your post.


    I've included an example below of how your import file might look, and then how those fields are mapped in Import (if you give the column headings the right names in the spreadsheet, RE will map them automatically). ACImpID is the import ID for the action that you want to add the attribute to.

    eddea5280628530dd033c3fae2d7e0a5-huge-ac


    If you're adding multiple attributes to the same action, you'll need each attribute to be on its own row in the import file (so there will be duplicate values in the Action Import ID column). It sounds like you've currently got one row for each action instead, with multiple columns for the different attributes; this is why you're getting the message about the duplicate category. The Constituent Action Attribute import type is expecting one action attribute per line, and if there's more than one category on that line it doesn't know which one to use.

     

  • Koly Namdarian 2
    Koly Namdarian 2 ✭
    Eighth Anniversary Facilitator 1

    Hi 

    I am doing them seperately and removed the D and E column as I realised only the Action Attribute is needed :))

    working so far shall let you know


    Koly


    Alan French    :

    Hi Koly,


    To post a screenshot on the forum, you'll need to save it as an image file first and then click on the Image icon on the toolbar above your reply (2 items left from the paperclip) to attach it to your post.


    I've included an example below of how your import file might look, and then how those fields are mapped in Import (if you give the column headings the right names in the spreadsheet, RE will map them automatically). ACImpID is the import ID for the action that you want to add the attribute to.

    eddea5280628530dd033c3fae2d7e0a5-huge-ac


    If you're adding multiple attributes to the same action, you'll need each attribute to be on its own row in the import file (so there will be duplicate values in the Action Import ID column). It sounds like you've currently got one row for each action instead, with multiple columns for the different attributes; this is why you're getting the message about the duplicate category. The Constituent Action Attribute import type is expecting one action attribute per line, and if there's more than one category on that line it doesn't know which one to use.

     

  • Koly Namdarian 2
    Koly Namdarian 2 ✭
    Eighth Anniversary Facilitator 1

    Hi Alan


    It worked! Thank you kindly for your help, it is greatly appreciated! :))


    Koly


    Alan French    :

    Hi Koly,


    To post a screenshot on the forum, you'll need to save it as an image file first and then click on the Image icon on the toolbar above your reply (2 items left from the paperclip) to attach it to your post.


    I've included an example below of how your import file might look, and then how those fields are mapped in Import (if you give the column headings the right names in the spreadsheet, RE will map them automatically). ACImpID is the import ID for the action that you want to add the attribute to.

    eddea5280628530dd033c3fae2d7e0a5-huge-ac


    If you're adding multiple attributes to the same action, you'll need each attribute to be on its own row in the import file (so there will be duplicate values in the Action Import ID column). It sounds like you've currently got one row for each action instead, with multiple columns for the different attributes; this is why you're getting the message about the duplicate category. The Constituent Action Attribute import type is expecting one action attribute per line, and if there's more than one category on that line it doesn't know which one to use.

     

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