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Reformatting your Excel Database If your using Excel to manage a database of your members. It's fairly easy to convert that into a format SIR-ADM can recognize.
SIR-ADM maintains 41 fields of information per member and are in the following order... NOTE: The fields that require information are highlighted in red. LastName, FirstName, MiddleInitial, SR/JR, NickName, Wife'sName, POBox, Address, City, State, ZipCode, Phone#, EMail, YearJoined, BirthMonth, BirthYear, Occupation/Hobbies, GroupActivity1, GroupActivity2, GroupActivity3, GroupActivity4, GroupActivity5, GroupActivity6, GroupActivity7, GroupActivity8, GroupActivity9, GroupActivity10, GroupActivity11, GroupActivity12, MonthMeeting1, MonthMeeting2, MonthMeeting3, MonthMeeting4, MonthMeeting5, MonthMeeting6, MonthMeeting7, MonthMeeting8, MonthMeeting9, MonthMeeting10, MonthMeeting11, MonthMeeting12, For the sake of uniformity, I keep all information in uppercase except for e-mail addresses which are in lowercase. The GroupActivity fields represent the activities of Golf, RV/Trips, Bowling etc. They contain either a 0 (zero) if they do not participate, or 1 (one) if they do participate in that activity. If you don't have this information it's ok to leave them blank or place zero's in all the fields. The MonthMeeting is a very important field. This is how SIR-ADM keeps track of attendance. The formatting for the MonthMeeting field is: XMMMYY X = [A for Absent | P for Present | E for Excused | M for Missing | I for Inactive] MMM = three letter abriviation of the month (JAN, JUL, DEC) YY = two number abbreviation of the year (08 for 2008 or 10 for 2010)
For clarification, here are a few examples: PSEP10 = Present for
September of 2010
The file named "Example Excel Database for IMPORTING.csv" can be downloaded HERE. The example below shows how your database should look
To save your database in the correct format is nothing difficult. Click Save As and you should see something similar to this...
Change the "Save as type" to CSV (Comma delimited) (*.csv) Your converted database is now ready for importing into SIR-ADM. |