Import and update data

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  • JamesL
    New Member
    • Sep 2010
    • 3

    Import and update data

    Hi all,

    Really hoping someone can help me as im new to all this.

    I have created a sales database which contains proposed customer visit dates in it.

    I have created a macro to export (into excel) all the customer which require visits between certain dates.

    I need to send this to my sales staff and have them add comments.

    The problem I then have is I need to be able to re-import this updated information back into the matching record in my database.

    Despite lookign everywhere I have no idea whatsoever how to achieve this.

    Any help would be appreciated.
  • patjones
    Recognized Expert Contributor
    • Jun 2007
    • 931

    #2
    Hi,

    Do you have a column for comments in the relevant table inside the Access database? When you do the export to Excel, this column should be in the export.

    Also, is the data that you are exporting and then importing again all in one table or is it coming from multiple tables?

    Pat

    Comment

    • JamesL
      New Member
      • Sep 2010
      • 3

      #3
      Hi Pat,

      Thanks for the reply.

      Yes, I have a column for comments and it is exported. Yes it is a multi-relationship database pulling information from mulitple tables.

      Thanks in advance

      Comment

      • patjones
        Recognized Expert Contributor
        • Jun 2007
        • 931

        #4
        OK.

        I would probably set up a simple update query that allows you modify the tables in the database with the data that you pull back in from Excel. When the update query has finished doing it's thing, you can delete the imported table (unless you need it for other things).

        This is generally how I would do it (there certainly may be other methods). If you think you need further guidance, maybe you could upload a table diagram and we can delve into it a bit more.

        Pat

        Comment

        • JamesL
          New Member
          • Sep 2010
          • 3

          #5
          'a simple update query'? How do I do this?

          As for the table diagram - do you mean the relationship table?

          Thanks

          Comment

          • patjones
            Recognized Expert Contributor
            • Jun 2007
            • 931

            #6
            You can use query design view (where there is a grid at the bottom of the screen for you to add columns, criteria, etc.) to build an update query that will update the appropriate columns in your database with the data in the table that you import from Excel. I'm assuming that you already know how to import something from Excel into Access.

            Pat

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