Add MissionInsight

Author: jkrrv

MissionInsite/MissionInsight.sql

@@ -0,0 +1,64 @@
+-- Pckgd
+-- Title: Blue Toolbar Mission Insight Export
+-- Description: Outputs people information in the format expected by MissionInsight import.  MissionInsight is a third party application from ACS Technologies.
+-- Updates from: GitHub/TenthPres/TouchPointScripts/MissionInsight/MissionInsight.sql
+-- Author: James at Tenth
+
+SELECT
+                        p.PeopleId as ClientId,
+                        COALESCE(p.NickName, p.FirstName) as FirstName,
+                        p.LastName,
+                        p.PrimaryAddress AS Address1,
+                        p.PrimaryAddress2 AS Address2,
+                        p.PrimaryCity AS City,
+                        p.PrimaryState AS State,
+                        IIF(
+                                LEN(p.PrimaryZip) > 5 AND SUBSTRING(p.PrimaryZip, 6, 1) <> '-',
+                                LEFT(p.PrimaryZip, 5) + '-' + SUBSTRING(p.PrimaryZip, 6, LEN(p.PrimaryZip) - 5),
+                                p.PrimaryZip
+                        ) AS ZipCode,
+                        CASE
+                            WHEN LEN(COALESCE(p.CellPhone, f.HomePhone)) = 11 AND LEFT(COALESCE(p.CellPhone, f.HomePhone), 1) = '1' THEN SUBSTRING(COALESCE(p.CellPhone, f.HomePhone), 2, 10)
+                            WHEN LEN(COALESCE(p.CellPhone, f.HomePhone)) = 10 THEN COALESCE(p.CellPhone, f.HomePhone)
+                            ELSE NULL
+                            END AS Phone,
+                        COALESCE(p.EmailAddress, p.EmailAddress2) AS Email,
+                        null as 'Year Entered K', -- TODO
+    'Member Status' = case p.MemberStatusId
+                          WHEN 10 THEN 1
+                          WHEN 12 THEN 1
+                          WHEN 15 THEN 3
+                          WHEN 20 THEN 5
+                          WHEN 30 THEN 2
+                          WHEN 35 THEN 4
+                          WHEN 40 THEN 5
+                          WHEN 50 THEN null
+                          ELSE null
+                            END,
+    'Member By Means' = case p.JoinCodeId
+                            WHEN 0 THEN null
+                            WHEN 10 THEN 1
+                            WHEN 20 THEN null
+                            WHEN 30 THEN 4
+                            WHEN 40 THEN 1
+                            WHEN 50 THEN 2
+                            WHEN 60 THEN 1
+                            WHEN 70 THEN 3
+                            WHEN 80 THEN 1
+                            WHEN 90 THEN 4
+                            WHEN 100 THEN 4
+                            ELSE null
+                            END,
+                        (SELECT MIN(a.MeetingDate) FROM Attend a WHERE a.PeopleId = p.PeopleId) AS 'First Attend Date',
+                        p.JoinDate AS 'Member Date',
+                        p.bDate AS 'Birthdate',
+                        p.baptismDate as 'Baptism Date'
+FROM People p
+         JOIN dbo.TagPerson tp ON tp.PeopleId = p. PeopleId
+         LEFT JOIN Families f ON p.FamilyId = f.FamilyId
+WHERE p.MemberStatusId <> 50 -- exclude just added
+  AND p.PrimaryAddress IS NOT NULL
+  AND p.PrimaryAddress <> ''
+  AND p.PrimaryState IS NOT NULL
+  AND p.PrimaryState <> ''
+  AND tp.ID = @BlueToolbarTagId