This utility can also be launched from a machine that is not the IIS machine. You must first run the installation program included in the X:\Inetpub\wwwroot\mill\tools\ADE Install Files directory. The default installation directory is C:\ Millennium\Import Tools\Data Examiner Import Tool for all users, and for all operating systems.
While other Millennium import utilities have strict formatting requirements for input files, the Data Examiner Import Tool uses Online Import Mapping, which allows users to map input file fields to fields within the Millennium tables, and then save and reuse mappings for future imports.
This means greater input file flexibility and less frustration due to input file formatting.
Sites with a license to use the Advanced Data Examiner will also have for their use the ADE Import Tool. All Data Examiner sites can import data into the pending tables that correspond to Millennium's Basic Data, Name, Address, Attribute, Relation, Giving, Jobs, School, Comments, Phone, Internet Address, Custom Bio, and Correspondence data tables.
Sites with a license to use the Prospect Tracking component of the Advanced Data Examiner can also use the ADE Import Tool to import data into the pending tables that correspond to the Tracking, Demographic, Finance, Media, Ratings, Research Source and Custom Prospect data tables.
Sites licensed to use the Membership component can also use the ADE Import Tool to import data into the pending table that corresponds to the Dues data table. When the Advanced Data Examiner processes the dues pending data, they will become transactions in the dues table and prompt the user to create Membership rows based on the imported data.
Sites licensed to use the Events component of the Advanced Data Examiner can use the ADE Import Tool to import data into the pending tables that correspond to the Registration, Event Guest, Event Income, Attendance, and Guest Items data tables.
Imported records are stored in the corresponding _pending tables in the Millennium database, and they will not be inserted into the actual tables until approved through the Millennium interface, either manually or automatically.address_pending guest_items_pending
attendance_pending internetaddress_pending
attribute_pending jobs_pending
comments_pending media_pending
correspondence_pending name_pending
custombio_pending phone_pending
customprospect_pending rating_pending
demogrph_pending registration_pending
donor_pending relation_pending
event_guest_pending research_source_pending
event_income_pending school_pending
finance_pending
Giving, dues, credit card, and bank draft pending information is stored in the ecommerce_pending table. The name of the table is ecommerce_pending.
Once the input file is imported, then the Advanced Data Examiner is used to process the data and either insert new rows into, or update existing data rows in, these corresponding data tables.
Before inserting new constituents, Millennium runs a verification process that attempts to match new records with existing records using up to three levels of matching including name, email address, and phone number.