Link to home
Start Free TrialLog in
Avatar of kamar
kamar

asked on

How to import Excel data and update Notes document

I need to import selected data from Excel or 1-2-3 worksheet to Notes. How can I import selected field from Excel to update a specific field in Notes form, assuming both records have a common unique identifier field.
Avatar of sloeber
sloeber
Flag of Belgium image

Hey Kamar,

Here's an example of importing data from an excelfile to notes.
You can customize it, so that it works for you.
This is from a picture button in a navigator.
Import Excel Spreadsheet.

Sub Click(Source As Navigator)
     
     Dim filename As String
     Dim session As New NotesSession
     Dim db As NotesDatabase
     Dim Doc As NotesDocument
     Dim xlApp As Variant
     Dim xlsheet As Variant
     Set db = Session.currentdatabase
     filename =  Inputbox$("Enter name of Excel file. Ex: c:\test.xls", "Data Entry Box")
     If filename = "" Then
          Exit Sub
     End If
     Set xlApp = CreateObject("Excel.application")
     xlApp.Visible = False
     xlApp.Workbooks.Open filename
     Set xlsheet = xlApp.Workbooks(1).Worksheets(1)
     ARangeValue = xlsheet.Range("A1").Value
     i = 2
     Do Until ARangeValue = ""
          Set doc = db.CreateDocument
          doc.Name = xlsheet.Range("A" & Trim(Str(i))).Value
          doc.Address = xlsheet.Range("B" & Trim(Str(i))).Value
          doc.City = xlsheet.Range("C" & Trim(Str(i))).Value
          doc.State = xlsheet.Range("D" & Trim(Str(i))).Value
          doc.ZipCode = xlsheet.Range("E" & Trim(Str(i))).Value
          doc.form = "CI"
          Call Doc.save(True, False)
          i = i + 1
          ARangeValue =   xlsheet.Range("A" & Trim(Str(i))).Value
     Loop
     xlapp.activeworkbook.close
     xlapp.quit
     Set xlapp = Nothing
End Sub


Greets,
Sloeber
Avatar of kamar
kamar

ASKER

That will just import the data over, but I need to update an existing Notes record with a field from the Excel file using a common unique field. How do I do that?
That's the same way of working.
You just go to the document in your database and upadate the field, just like you create a new doc.

Else you must give me an example.

Greets,
Sloeber
Avatar of kamar

ASKER

Example:
I have a record in Notes with customer code CAT12 and expiry date 12/06/2002.  I have an 2 column Excel spreadsheet with list of customer codes and their new expiry date.  I need to update my old Notes record with this new one without manually opening the Notes form and type in. Is there a way to use an Agent to do all that automatically?
ASKER CERTIFIED SOLUTION
Avatar of sloeber
sloeber
Flag of Belgium image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial