How to update existing records when importing data
When importing data into a worksheet, sometimes you may just need to update a field in an existing record, rather than importing it as a new record.
The following two example scenarios.
A new email field needs to be added to the Customer worksheet for importing the collected information into the existing record.
If there are a lot of records that need to be modified, you can export to Excel for quick processing and then import the worksheet to overwrite and update them.
This can be achieved by [Identify Duplicate Records].
How to import data
Key steps
After selecting the worksheet to be imported, you need to set a one-to-one mapping between fields in the worksheet and columns in Excel.
Check the [Identify duplicate records] below,select [Override], and select a basis field.
For example, a new email column is added, and we have added the information of the email column in Excel, and we need to import it into the worksheet. The telephone can be used as the basis field to check if there are duplicates, because other fields such as the name may have duplicates, which is not suitable as the basis field.
[Matching Field]: Take the selected field to check if the corresponding record exists in the worksheet. It is recommended to select a unique field such as record number, work number, cell phone number, etc.
[Skip]: According to the basis field, if the record already exists in the worksheet, skip the record directly without processing; if it does not exist, import it as a new record.
[Override]: It is to completely overwrite the data in Excel to the worksheet; update the record if it is already in the worksheet and if it is not in the worksheet, it is imported as a new record.
[Update only (Do not create new)]: When importing, only update the existing records in the worksheet, even if there is data in Excel that is not in the worksheet, not imported as new records.
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