Hi, Awhile back we exported a a sub-set of our Act data into a spreadsheet and allowed one of our administrators to edit it. We imported the edited spreadsheet back and it looked like corresponding ACT records were updated. Recently we tried this again and when we import we end up with new records getting added. Since the export did not include Act's internal key I was guessing that the first attempt was finding corresponding ACT records to update based on matching contact name or something. I'm further guessing that if somebody edits the key filed (whatever that is) then there will be no match on import and a new record will be created. That being said ....can anyone tell me which field ACT uses to consider a match between ACT database and spreadsheet data? Thanks (I tried to search this forum but couldn't come up with keywords that would get me a hit so I apologize if this has been discussed) Thanks Jerrhy
The defaults for duplicate checking are "company", "contact" and "phone" the import wizard provides some options for what to do when a duplicate is found. Hint newest record wins in the merge/replace contest so I often include an edit date to update known duplicates in the system.