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  1. #1
    akdb is offline Novice
    Windows 7 64bit Access 2007
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    Feb 2014
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    Donations-Donor database--adding new donations and donors automatically?

    I have created a donor and donation database for our non-profit. I currently have a table for donors and a table for donations.



    I plan to upload donation information every week from an excel file. The donations upload includes a field for 'New' donors (meaning this donation is from a completely new donor).

    Is there a way, when I upload the donations each week, to have 'New' donors automatically added to my donor table? Do I create a macro? Any direction is appreciated!!

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
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    Are you linking to the Excel worksheet?

    An INSERT SELECT might work, something like:

    INSERT INTO Donors (ID, DonorName) SELECT ID, DonorName FROM ExcelLink WHERE New=True;
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    akdb is offline Novice
    Windows 7 64bit Access 2007
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    Feb 2014
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    Quote Originally Posted by June7 View Post
    Are you linking to the Excel worksheet?

    An INSERT SELECT might work, something like:

    INSERT INTO Donors (ID, DonorName) SELECT ID, DonorName FROM ExcelLink WHERE New=True;

    I am not linking to the Excel. I was importing the data into the Donations table.

    Would your suggestion still work? (I am very new at Access! )

  4. #4
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
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    You are using the import wizard? I don't think the wizard allows for filtered import.

    You need to import data into two tables - Donors and Donations.

    Your options are to link to the Excel and run the SQL action or open the Excel worksheet as an object in VBA and manipulate the object, reading one row at a time.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

Please reply to this thread with any new information or opinions.

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