Note: Blackbaud offers these steps for your assistance with merging files in Access 2003. If you need assistance with these steps, please contact Microsoft Support or access their Knowledgebase as Microsoft Access is not a Blackbaud product.

     

    • Open Microsoft Access and select File, New, Blank Database.
    • Select a location on the hard drive and name the database.
    • With Tables selected on the left navigation menu, select New. The table type will be Import Table and browse out to one of the excel files.
    • Click Next, select Comma as the text qualifier and select "First Row Contains Field Names".
    • Continue to click Next (all default options can be used) and enter in the name for this table. Click ok and the table will be added to the database..
    • Follow steps 3-6 to create a table for the second file. This table will now be added as well.
    • Select Queries in the navigation bar and click New. Choose Design View and click OK.
    • Select your first table and click Add. Do the same for the second table and click close.
    • Link the two common fields by clicking on the appropriate field in the first table and dragging over to the appropriate field in the 2nd.
    • Below, select the field you are linking by in the "Field" value. Then, select the table. Do the same in the second column with the other table. (So the fields that are to be imported are now showing in one table.).
    • Go into File and choose Save to save the query.
    • Go into file and choose export. Set the export type to CSV and name it. Export the file.
    • Use this export as the file to import into The Researcher's Edge or Raiser's Edge.