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

[Uma S]

Thanks! for the Idea Ruben. Updated the details on the issue
<https://code.vtiger.com/vtiger/vtigercrm/issues/1483>.

On Mon, Sep 14, 2020 at 9:38 PM Rubén A. Estrada Orozco <rulotec1 at gmail.com>
wrote:

> I agree, there should be an "update" option which only updates fields in
> existing records but that doesn't create new records. And the merge option
> that currently exists should create records if they do not exist and update
> them if they do (here we would just need to fix the existing bugs).
> Saludos
>
> Rubén
>
>
> On Sat, Sep 12, 2020 at 12:12 PM Uma S <uma.s at vtiger.com> wrote:
>
>> Hi Team,
>>
>> I think we should enhance the import functionality, So that systems
>> should first analyze the user's need for import on either to update the
>> existing records or to replace the record (i.e., delete existing and
>> creating new one). Based on selected choice consequent steps should be
>> taken on records.
>>
>>
>>
>> On Fri, Sep 11, 2020 at 10:42 AM nilay khatri <nilay.spartan at gmail.com>
>> wrote:
>>
>>> 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
>>>>>
>>>>>
>>>>> *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
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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/
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>>
>>
>> --
>> With
>> Best Regards
>> Uma.S
>> Vtiger Team
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/



-- 
With
Best Regards
Uma.S
Vtiger Team
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