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Thread: Update Accounts/Leads via Import failing

  1. #1
    enricoproducts is offline Junior Member
    Join Date
    Jun 2010
    Posts
    4

    Default Update Accounts/Leads via Import failing

    Exported lists of accounts and leads without email addresses to excel to be sent to sales reps. Updated email addresses now need to be imported into existing records without creating duplicates. Using the built-in Import tool, I received these results:

    Account Import procedures tried so far:
    - Create and Update Import, without Duplicate Index | Outcome was success to add email but duplicate accounts created
    - Create and Update Import, with “Name” in Duplicate Index | Outcome was failure as all accounts were duplicates and no updating occurred

    My Sugar knowledge is pretty basic and might be missing a simple solution, regardless you assistance is greatly appreciated as I'd like to update my targets lists for ongoing email campaigns.

  2. #2
    Jahnavi is offline Sugar Community Member
    Join Date
    Sep 2010
    Location
    India
    Posts
    22

    Default Re: Update Accounts/Leads via Import failing

    Did you find a solution? I also want to re-import the existing data that is present in Sugar, with only updated email addresses. I do not want duplicate leads to be created but only email addresses to get updated in their respective columns. How can I do that? Please help..

    Thanks,
    Jahnavi

  3. #3
    jmertic is offline Sugar Community Manager
    Join Date
    Dec 2007
    Posts
    2,224

    Default Re: Update Accounts/Leads via Import failing

    You should export with the IDs and re-import with the IDs for the most success. This gives you a surefire way to find the original record to update.
    John Mertic
    Sugar Community Manager

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