Title
Matching fields with reocurring Excel import
Post
We have a single Excel file we are going to re-import on a daily basis into FMP. Prior to each import our accounting software will be updating the Excel file with new data. Is there a way to streamline the import process so we don't have to remap and select the match fields every time.
I'm not sure if setting up a reoccuring import would solve this, but Filemaker documentation says that reoccurring import data can not be edited in Filemaker pro. We need to routinely edit this data in Filemaker pro, as we are using FMP to track progress of records in a manufacturing environment.
Thanks for any suggestions!
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May be all that you need. When you add Import records there are buttons in the lower right corner of the script editor for setting up your import. One dialog is for selecting the file that you want to import. As long as the file is always named the same and placed in the same folder before you run this script, you can click "Add file" and add a reference to the XLSX file. The otherbutton opens exactly the same dialog that you have posted here and you complete it the same way.
Note: It IS possible to set up the script such that a dialog box opens asking the user to find and select the file to import, but I'd get the above script working first as that method requires using a number of additional script steps to script the file selection process while not losing the column to field mapping that you've specified.