User manual

Chapter 5 | Sharing and exchanging data 133
About updating matching records
You can update matching records and fields in your target file with data from another file. For
example, you might have a copy of a database on your desktop computer and another copy on your
laptop computer. You can update the file in your office with the changes you make on the road.
You determine which records in the source file update which records in the target file by choosing
one or more match fields in each file. If data in the match field(s) of a record in the target file
matches data in the match field(s) of a record in the source file, the record in the target file will be
updated with data from the source file.
Match fields must uniquely identify each entity in your database. For example, in a database of
people, you could use one match field such as Employee Number, or multiple match fields such
as Last Name, First Name, and Phone Number. Using Last Name alone might identify more
than one person, so it isn’t a good match field to use by itself.
You also specify the fields you want to import. The contents of all fields you select to import, in all
matching records, will overwrite data in the target file, even if the field in the source file is blank.
When the target file contains a found set, only the found records are updated. (If the source file is
another FileMaker
Pro file, you can also import only from a found set.)
The following example shows how a record in a target file appears before and after being updated
by a matching record in a source file.
About the importing process
The basic steps for importing records are:
1. Make a backup copy of the target file you’re importing into.
2. If the source file is a FileMaker Pro file, perform a find so that the found set in the current window
contains only the records you want to import.
3. Open the target file, and if it has multiple tables, select a layout that shows records from the
table you want to import data into.
The layout doesn’t have to display all the fields in the table. You will be able to specify the fields
that you want to import to in the Import Field Mapping dialog box.
4. If you’re updating existing or matching records, make sure the found set in the target file
contains only the records you want to change or update.
(OS X) or –> (Windows) indicates to import the field
–>
–
–>
–>
–>
–
–>
–
(OS X) or = (Windows) indicates a match field
123-456-7890
Source file
John
Q
Smith
456 New Rd.
Newtown
USA
123-456-7890
Target file
John
Smith
123 Main St.
Anytown
USA
3/3/2015
408-555-6789
123-456-7890
After updating
John
Q
Smith
456 New Rd.
Newtown
USA
3/3/2015
Before updating matching records
Target file
=
(OS X) or – (Windows) indicates not to import the field