Community
Showing results for 
Search instead for 
Do you mean 
Reply

(Re)Importing & Duplicate Checking

Tuned Listener
Posts: 77
Country: United States

(Re)Importing & Duplicate Checking

I imported a csv file of around 4,000 contacts. I now have additional information on each of these contacts and want to import and update them.

 

The unique records in ACT and updated csv will be >> Firstname, Lastname, Contact, E-mail, City, and State. The source data will have updated information for things like Title, Address. Phone and so on. I want to update the contacts with the new fields from the source csv file.

 

What is the best "duplicate checking" options (1st, 2nd, 3rd) that I should use - should I use 2 or 3 matches?

 

Thanks

 

Steven

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: (Re)Importing & Duplicate Checking

You can't update data in fields with ACT!'s import... it will only work if you either want to replace ALL the fields for a matching contact or just put data into empty fields.

 

To update data in ACT! records, you need an add-on such as itImport

Tuned Listener
Posts: 77
Country: United States

Re: (Re)Importing & Duplicate Checking

 

So, if the fields I want to update are empty, then those fields will get updated - yes? I can also empty any delete data in any fields prior to the update - so they also get updated?

 

Is this right?

Platinum Elite Contributor
Posts: 14,384
Country: Australia
Tuned Listener
Posts: 77
Country: United States

Re: (Re)Importing & Duplicate Checking

Thank you Mike - this is very helpful!