Cardbox Talk

I have one cardbox database1 containing data ( Forename, Surname DOB etc ) I have new information containing similar data but with additional information in an excel file(Forename, Surname, DOB, Ref No, Policy No etc. I am trying to match the names with DOB in order to link the data and update the records.
I have created matching fields in the native field but when I import it does not import into the fields I had linked, I even created another cardbox database to try and resolve this issue

Help please

Peter,

ONLY with the latest build of Cardbox Client (4263) you can use added Excel macro.

This macro does:
--update the Cardbox record when there is one occurrence of a name
--add a record when there is zero records of the name
--let you decide which record is update when there are > then 1 name in the Cardbox db.

In this example (yes I know its quick and dirty):
--change the servername
--change database name
--column A is used for the name, is also selection term in Cardbox ; change it if relevant
--add lines for other columns - field place is here in Excel column 2.
    Example: cbr.fields("PL") = Cells(ActiveCell.Row, 2).Text
--it starts on the current Excel row, it ends when next lime is empty.

I tested it, this works.

Succes!
Bert Stortenbeker

The macro:

Sub adr_update()
dim rp
Set CBX = CreateObject("Cardbox.Application")
Set cbwin = CBX.Windows
Set cbfil = cbwin.OpenFile("cardbox://SERVERNAME/" & "DATABASENAME", 0, "master profile", "password")

Do
    cbfil.Select "NA", Cells(ActiveCell.Row, 1)
    If cbfil.RecordCount > 1 Then
         CBX.Visible = True
         CBX.MacroMethods.PlayText "Pause ""Set cursor on right record, then push ok"" "
         rp = cbfil.RecordPosition
         CBX.Visible = False
    End If

    If cbfil.RecordCount = 0 Then
         Set cbr = cbfil.Database.NewRecord
         cbr.fields("NA") = Cells(ActiveCell.Row, 1).Text
    Else
         If rp = 0 Then rp = 1
         Set cbr = cbfil.Records.Item(rp)
         cbr.Edit
    End If
    cbr.fields("PL") = Cells(ActiveCell.Row, 2).Text
    'field xx = excel column 3: cbr.fields("PL") = Cells(ActiveCell.Row, 3).Text etc etc
    cbr.Save
    If Cells(ActiveCell.Row + 1, 1) = "" Then
        Exit Do
    Else
        ActiveCell.Offset(1, 0).Select
    End If
    cbfil.SelectionLevel = 0
    rp = 0
Loop

End

End Sub