I'm getting ready to do my first major import. I did a couple small test runs to make sure I knew what I was doing and everything went okay before I dumped my file of 900+ (which is the first of about 20 odd lists I have).
My question is for when you get to merging contacts...
If source records match destination records: Contact Records DO NOT CHANGE
If source records do not match destination records: Contact Records ADD
I'm not thinking I have these set correctly. I also have, confirm each match set, then chose create a new contact.
In my first test scenario, I'm not sure what I did (I wrote notes the second time), but when I had 2 employees from the same company, somehow only one got imported. In my second test, in which I know I followed the instructions above, all employess were indeed added.
I want everyone that is in my list added (preferably without warning me there is a duplicate company)... what I want/need warning on and need a way to prevent is if there are duplicates between my new import and information already in the database. Then I would somehow want to merge the 2 records (make sure they get marked as part of this new group or make sure any notes/history follows to the new record).
Can someone help me with this? Oh, I'm using ACT 10.0.
Message Edited by imnosupermom on 03-27-200808:08 AM