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Author Topic: Set "Primary" status to location type while importing?  (Read 982 times)

aaronchow

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Set "Primary" status to location type while importing?
March 30, 2011, 05:49:34 pm
Most of my members have more than one office addresses, so I created several location types: 1st_office, 2nd_office, 3rd_office, Home and so on.  I set up 1st_Office as the default primary type, but after I successfully imported all of their addresses into the system, somehow the 2nd_Office is now the primary location.

Is there an easy way to re-assign 1st_office as the primary?  I've tried re-importing just the 1st_office address, but it didn't work.  And I've tried adding another "Is_Primary" column on the .csv file, but I don't know what field to map to during the import phrase.

Any comment or advise is appreciated.  Thanks.
« Last Edit: March 30, 2011, 10:26:09 pm by aaronchow »

ctarascio

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Re: Set "Primary" status to location type while importing?
March 31, 2011, 06:06:25 am
hi,
what happened here is a function of how the import process works. for example: let's say you have a contact that only has one address: 1st_office. If you do another import/update for this contact and one of the fields in the import file is 2nd_office what happens is that, because the location type is a new one for the contact, 1st_office gets "bumped" from the primary "slot" to a supplemental (second) address slot.

having said that, i would have thought that re-importing just the 1st_office address would have bumped the other addresses down a slot but you said that didn't happen  ???

short of using sql there is no way (that I know of) to clear out all the addresses and start fresh. The problem with repeated import/updates is that unless the location type in the import file is the same as the one in the primary slot, the address in the primary slot will just get bumped.

I hope that someone else will post a more helpful approach for your issue.

cynthia

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This forum was archived on 2017-11-26.