Solution Number:
5960
Name:
ODBC: UPS: Importing to Address Books
Description:
This feature is part of the ODBC Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes Importing to UPS Worldship Address Books. (5960)
Status:
Added
Picture:
Solution:
The ODBC Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of UPS WorldShip to retrieve addresses directly from Big Business Server and import them into the UPS Address Books. Once this import is set up, it can be repeated to update the addresses stored in UPS as needed.
The prerequisites for this import are enabling the ODBC Server in Big Business Server, and creating a System DSN as described in earlier entries.
Creating the Import Map:
1. Select Connection Assistant on the UPS Online Connect menu.
2. Select Create a New Map for Import and click Next.
3. Select Address for Import Data Types and Ship To for Address Books and click Next.
4. Select By Known ODBC Source and choose the System DSN created previously (BB) in ODBC Sources.
5. Enter the user name for ID and the password for Password and click Next.
6. Select New Map and enter a name (bb_addresses) for New Map Name and click Next.
7. Click Finish to proceed to the Connection Editor.
8. Select a Big Business table on the left like CUST for the Customer table, VEN for Vendors, or CONTACT for Contacts.
9. Highlight a Field on the left, like Code, for Customer Code.
10. Highlight a Field on the right, like Customer ID.
11. Click Connect to link them, and repeat from Step 9, as pictured.
12. Click on the Code - Customer ID entry and click Define Key.
13. Click OK to save.
14. Click Yes to proceed with a Batch Import and select available options to overwrite, cull duplicates, and so on.
You can repeat the import at a future time by choosing Batch Import... from the UPS Online Connect menu and choosing the named import (bb_addresses) and duplicate checking options you want for updating.
Related:
(Next) ODBC: UPS: Importing to Shipments
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