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Importing Contacts from XLS

 

Hey Guys,

I worked up a copy of the sample_data.xls file, calling it
sample_contacts.xls for now, and attached it for discussion at
tomorrow's meeting.  I trimmed down the copy to not have any course or
section data and to have only 11 students and four teachers so that I
could test with it and not have to wait so long.  Anyway, you'll note
that there is a new sheet called "Contacts" containing a table with
one contact per row.

There are multiple scenarios, as is the case with the complex set of
contact views, but it's easier to converge the varied scenarios in a
table like this.  If the second column, Contact User, is blank, then
it's the case where they want to add a contact that is not a user of
the schooltool instance, in which case, the rest of the columns are
used to create the non-user contact.  If the Contact User is filled
in, it's either the same as the user itself or another user of the
schooltool instance.  In the first case, the extended contact
information for that user is derived from the rest of the rows, the
first five of which are redundant with the person object, so they are
ignored.  If it is the latter case, then the Contact User is all that
is needed since that is all that is stored in the database, a
relationship to that user's contact info, in fact.

I await your comments at the meeting.

Thanks,
Alan

Attachment: sample_contacts.xls
Description: MS-Excel spreadsheet