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

[nilay khatri]

And thanks for the input everyone.



On Fri, Sep 11, 2020 at 12:59 AM Rubén A. Estrada Orozco <rulotec1 at gmail.com>
wrote:

> 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
>>
>>
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>>
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>>
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>>
>>
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>>
>> 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/
>
> _______________________________________________
> http://www.vtiger.com/
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