03-10-2010 01:48 PM
we are trying to import mkt values for our contacts. We have one unique identifier, but it seems to skip it and add the record, even if we say merge the files. Any suggestions? example
user field 8 contains broker code, we have an import file that has the same code in User 8, then a total mkt value to put in field 9.
03-10-2010 06:32 PM
03-11-2010 07:02 AM
All I can say is check your settings - make sure User 8 is the only field you're using and that duplicate checking is on (Tools, Preferences, Duplicate Checking button) and that you have the import options set to merge when a contact matches.
BTW - you don't need the tool Mike linked to unless you want to overwrite old data - though even if you do, you could blank out the field first by doing a Lookup and then using Edit/Replace to blank the fields you're importing to. (back up your data first!)