[Vtigercrm-developers] How to import and overwrite data without changing record IDs

[Martin Allen]

I believe that in vTiger hosted version it is possible to have the Lead
Number (or any Auto Increment field in any other module - UI Type 4) field
included in an Import which can then be used for checking for duplicates
(obviously this field value is not imported, only used for duplicate
checking).

Would be good if this was available in the open source version, as it would
make importing data (to update records rather than creating new ones) much
simpler and safer, as any other field cannot be guaranteed to be unique,
and sometimes the field you want to update are the fields that you would
typically use to identify duplicates (i.e. First Name, Last Name, Email
Address for Contacts)

Martin Allen


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On Thu, 10 Sep 2020 at 13:22, nilay khatri <nilay.spartan at gmail.com> wrote:

> This is a very common challenge, users want to update certain data of
> records in CRM by importing a CSV.
>
> Let us say Leads, we want to update Lead Status, so the CSV sheet contains
> 2 columns Primary Email and Status.
>
> If we import the CSV and set the duplicate check criteria in step 2 on
> Primary Email and import following things would happen:
>
> - quite possible all the other data in fields will be wiped out
> - if the system contains more than 1 Lead with same email id, it would
> delete them, keeping only 1
> - the record IDs will change
>
> If I talk about contact module that is full of surprises, contact Id is
> available to select in the duplicate selection criteria, but not available
> in the field mapping!
>
> --------------------------------------
>
>
> In the end we want to achieve a very simple thing, import a List of Leads
> and update respective status without changing record Ids or deleting any
> other matching record in system.
>
>
> _______________________________________________
> http://www.vtiger.com/
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