Revision history for CreatingExceltoImport
Additions:
~-When updating an entire state's addresses after an election, you are performing a bulk operation. As such, you should evaluate if it is appropriate to perform a [[FormattingDatainExcel Bulk Import]] as opposed to manual updates in Admin
Call the Clerk's office if you cannot find a directory on the office's website. Convert this file into an Excel document.
~-Open up a new worksheet and create the following column headings to match the sections we have in admin: Admin ID, Name, Capitol Address, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD-- District Address 1, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD (and so on depending on the number of district addresses available)-- Capitol Email, Capitol Website, Capitol Webmail, District Email, District Website, District Webmail.
Call the Clerk's office if you cannot find a directory on the office's website. Convert this file into an Excel document.
~-Open up a new worksheet and create the following column headings to match the sections we have in admin: Admin ID, Name, Capitol Address, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD-- District Address 1, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD (and so on depending on the number of district addresses available)-- Capitol Email, Capitol Website, Capitol Webmail, District Email, District Website, District Webmail.
Deletions:
~-Alternately, see if a directory on their website can easily be copy-and-pasted into Excel.
~-Open up a new worksheet and create the following headings to match the sections we have in admin: Admin ID, Name, Capitol Address, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD-- District Address 1, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD (and so on depending on the number of district addresses available)-- Capitol Email, Capitol Website, Capitol Webmail, District Email, District Website, District Webmail.
No Differences
Additions:
~-Format the original worksheet, using our [[FormattingDatainExcel Tips for Formatting Data in Excel ]]
Deletions:
~-On the original worksheet, use the "Find and Replace" function to convert any address abbreviations into their fully spelled-out version. Do not use "Replace All"
Additions:
[[http://wiki.votesmart.org/BioGuide Back to BioGuide]]
Additions:
~-Once complete, have your Supervisor look over it. The Supervisor will then move the document into the "Ready to Be Imported" folder and will contact the IT department.
Deletions:
Additions:
~-Alternately, see if a directory on their website can easily be copy-and-pasted into Excel.
~NOTE: if a data file or roster is not terribly comprehensive or is far from matching the formatting we use, consider updating addresses manually instead.
~-Open up a new worksheet and create the following headings to match the sections we have in admin: Admin ID, Name, Capitol Address, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD-- District Address 1, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD (and so on depending on the number of district addresses available)-- Capitol Email, Capitol Website, Capitol Webmail, District Email, District Website, District Webmail.
~NOTE: if a data file or roster is not terribly comprehensive or is far from matching the formatting we use, consider updating addresses manually instead.
~-Open up a new worksheet and create the following headings to match the sections we have in admin: Admin ID, Name, Capitol Address, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD-- District Address 1, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD (and so on depending on the number of district addresses available)-- Capitol Email, Capitol Website, Capitol Webmail, District Email, District Website, District Webmail.
Deletions:
~NOTE: if a data file or roster is not terribly comprehensive or is far from matching the formatting we use, consider updating addresses manually instead
~-Open up a new worksheet and create the following headings to match the sections we have in admin: Admin ID, Name, Capitol Address, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD-- District Address 1, City, State, Zip Code, Phone 1, Phone 2, Fax 1, Fax 2, Toll Free, TDD (and so on depending on the number of district addresses available)--- Capitol Email, Capitol Website, Capitol Webmail, District Email, District Website, District Webmail.
Additions:
~NOTE: if a data file or roster is not terribly comprehensive or is far from matching the formatting we use, consider updating addresses manually instead
Deletions:
Additions:
~-When updating an entire state's addresses after an election, first see if they provide a directory of contact information in a database file such as an Excel document. Call the Clerk's office if you cannot find one on the office's website. Convert this file into an Excel document.
