Find the ID from Excel List of Names

Carol Grant
Carol Grant
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in Blackbaud Raiser's Edge NXT®: General Discussions

I have searched many areas for an answer to this but I'm wondering if there are newer or easier ways to do this. I have a list of names in Excel, can I search for them all at once without looking for them individually? I read that if you can get first and last name and put it into Name in Query it will search for them. I've done that but the query has been thinking for a while.

Is there anything in Import I could use just using first and last name? I think I could do a search in Power Automate but that would take some time to set up.

Thanks for any help,

Carol Grant

Comments

  • Alex Wong
    Alex Wong Community All-Star
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    @Carol Grant
    Using the “Name” field in Query to do “one of” operator for many names will take quite some time, as this “Name” field is not a “real” field in RE database table, so it has to go through some “processing” before it can be filtered/output on.

    You don't have to do power automate IF this is a onetime thing. Use Excel, meaning, do slightly more “basic” filter using “one of” operator for last name only, this will give you a smaller list to work with. Output info needed into excel and then use excel formula to identify RE ID from the firstname/lastname combination, though if you only going by firstname/lastname, that's not really identifiable enough (there are many Alex Wong and John Smith in this world).

  • Carol Grant
    Carol Grant
    Seventh Anniversary Kudos 5 First Reply Name Dropper

    @Alex Wong
    Thanks Alex, that will give me a reduced list to work with by filtering by last name with a query. I do have class year for some of them but not all.

  • Dariel Dixon
    Dariel Dixon Community All-Star
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    @Carol Grant One thing to consider is if there have been any name changes, they may not get picked up by your query. Depending on the source of this data and how old it is, you may not get a lot of results.

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