08-23-2016 09:05 AM
I recently imported data, overwriting existing fields, and had it match on Company name and Zip. I did not have a phone or e-mail column in my data file. Now the fields in the file are overwritten, but some data for which there was no column (like Contact) remained. However, certain fields, like Phone and e-mail, are now showing as blank.
Does Act treat primary contact fields as always existing in a data file and blank them out I the column doesn't exist in a data file?
08-24-2016 04:29 AM - edited 08-24-2016 06:12 AM
This data replacement behaviour is set when you specify your merge options after selecting custom import settings.
For example, If your source file doesn't contain phone numbers, and you import this into your Act database with the contact merge options set to Merge, any existing phone numbers in the database will not be overwritten or changed.
In the same scenario, if your contact merge options were set to Replace with source contact, then all the data contained in the contact fields in the Act database which are mapped to columns in the spreadsheet, would be replaced with data in the source file.
Do you remember which option you chose during your import?
08-24-2016 05:58 AM
I used replace with source contact, but I assumed the only fields that would be overwritten were the ones present in the file. The source material I am using doesn't have phone numbers, but I need the ability to update fields that may already have data in them. I typically do this matching company name and zip code, and was choosing to overwrite the existing data, thinking since the source file doesn't contain a phone number field, it will not overwrite fields not present, which obviously would happen with blank cells in a column labeled for that field.
08-24-2016 06:18 AM
08-24-2016 07:04 AM
I am running Premium 17.1.
Fields mapped are
Then some custom fields related to the report
And 2 custom fields identifying the branch and salesperson.
08-24-2016 08:40 AM - edited 08-24-2016 08:43 AM
Are you able to reproduce the issue on another import with the same source data, or ideally on a backup of the Act database taken prior to the first import?
Please double check the Contact Map stage of the import wizard to ensure that any fields you do not wish to change, are not appearing in the list. Only fields you wish to change should appear in this list.