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Updating Matching Records

Question asked by CourtneyTran on Nov 25, 2013
Latest reply on Nov 25, 2013 by philmodjunk

Title

Updating Matching Records

Post

     I already have an existing record for all contacts in my Filemaker database. I would like to be able to import new multiple donations made by one person into that person's record in Filemaker from an Excel spreadsheet. For example, the Excel spreaddsheet contains a persons' name multiple times (as many times as the person has donated). It will look something like this:

     John Doe    $300    9/15/2010

     John Doe     $500   9/15/2011

      

     I want to be able to go import from this excel using the "update matching records" function such that, these multiple donations will import into John Doe's record under the appropriate fields as multiple entries in a portal table in his donor record. This is what the table looks like:

      

      

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