As a music teacher, who teaches all the students in the school, I periodically need to go back to our server-based commercial database to “scavenge” newly enrolled students.
I go to PowerTeacher online, export the school roster as an Excel file, convert it to CSV format, then…?
I want to just import the new students in the school (new since my last import of the school’s database). I can imagine some formula where the full name (or the students’ ID numbers) in the school database is compared to the full name (or IDs) in my PanX database, then those duplicates are not imported.
Or a longer process might be: Add a field during import with some entry to mark the imported records with their import date, then show all the duplicate records (based on the Full Name or ID# field) who have the new import date, then delete all those; then, for all practical purposes, only the new students’ records would be added.
Eeven more preferable would be to additionally update the fields in my database with any updated changes (such as a phone or email change), on the school’s database (but that’s probably best left to a separate post).
So, I have some processes in mind, but I’m not sure how to implement them in Panx, or what the best method is based on others’ experiences. Would appreciate some guidance. Thanks!