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

[Rubén A. Estrada Orozco]

Naily, I've seen similar issues. When using the merge feature for example,
we noticed that if you have a phone column in your csv and its empty and if
the record in vtgier has already a phone, it gets deleted. What you would
expect from a merge is that it would keep the non-empty field.

I've opened these issues:
* merge function deletes fields:
https://code.vtiger.com/vtiger/vtigercrm/issues/1483
* add record number field for updating purposes:
https://code.vtiger.com/vtiger/vtigercrm/issues/1484

Saludos

Rubén


On Thu, Sep 10, 2020 at 9:36 AM Martin Allen <martin.allen at clystnet.com>
wrote:

> We've actually written our own import scripts that will read a CSV file
> and will update / create records via Webservice, allowing you to do a check
> for an existing record using whatever fields you want first (and can
> identify and handle if it returns multiple records) and then update only
> the fields you want to.
>
> Martin Allen
>
>
> *01392 248692 - Main Office01392 690659 - Direct Line*
>
> *[image: signature2]*
>
> Have you visited our website recently? http://www.clystnet.com
>
>
> The information in this email is confidential If you are not the intended
> recipient, you must not read or use that information. This email and any
> attachments are believed to be virus free however no responsibility is
> accepted by Clystnet for any loss or damage arising in any way from receipt
> or use thereof. Clystnet Ltd (company reg number 7164503) is based at
> Silverdown Park, Fair Oak Close, Clyst Honiton, EX5 2UX
>
>
> On Thu, 10 Sep 2020 at 15:28, Martin Allen <martin.allen at clystnet.com>
> wrote:
>
>> 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
>>
>>
>> *01392 248692 - Main Office01392 690659 - Direct Line*
>>
>> *[image: signature2]*
>>
>> Have you visited our website recently? http://www.clystnet.com
>>
>>
>> The information in this email is confidential If you are not the intended
>> recipient, you must not read or use that information. This email and any
>> attachments are believed to be virus free however no responsibility is
>> accepted by Clystnet for any loss or damage arising in any way from receipt
>> or use thereof. Clystnet Ltd (company reg number 7164503) is based at
>> Silverdown Park, Fair Oak Close, Clyst Honiton, EX5 2UX
>>
>>
>> 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/
>>
>> _______________________________________________
> http://www.vtiger.com/
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20200910/78d92a6c/attachment.html>