Import and update existing records

[iannai]

Could somebody please explain how this should work (it doesn't actually seem to work)? What field or criteria is used to determine a record exists? Email would make the most sense (assuming contact update). For Accounts?

[SergeiLo]

Could somebody please explain how this should work (it doesn't actually seem to work)? What field or criteria is used to determine a record exists? Email would make the most sense (assuming contact update). For Accounts?

Actually, it should update by different criteria. For example if I know contact's or account's ID I may update my records by unique ID, also it may update by name. If Sugar finds the record that matches the criteria it will update it, if doesn't find it will insert a new record.

But it seems to me also that update does not work at all and Sugar creates duplicates that I do not need. To update mine and our customers' records we use data integration tool and it works fine.

Regards,
Sergei
Apatar, Inc

[iannai]

May I ask what data integration tool please?

[SergeiLo]

A link to download the tool http://sourceforge.net/project/showf...roup_id=189179
SugarCRM connector guide http://www.apatarforge.org/wiki/disp...r+for+SugarCRM
If use MySQL DB directly - MySQL connector guide http://www.apatarforge.org/wiki/disp...ctor+for+MySQL
Table update guide http://www.apatarforge.org/wiki/disp...T/Table+Update

If you need help of the community post you questions on forum at apatarforge.org

Regards,
Sergei

[ahalls]

I finally found a key sentence in the 5.5.1 documentation ...

Create and Update Records: Select this option to create new records and update existing records with new values. To update records, the import file must contain the record IDs.

The quoted documentation can be found here..

Since the ID is a SugarCRM internally generated value, The only way to do update would be to export this ID, synchronize the data outside of SugarCRM and then do the update... whoa ... not very easy ...however I've spent the better part of 3 days trying out various integration tools, run into serious problems with each, if it's not stability, then I find out custom modules, custom fields aren't supported or they are difficult to learn.

Might use my new found PHP skills to write a program.

-- A

[cpehr]

hi
were you able to figure out how to update the existing record.
i am trying to figure out a easier way of doing this.
thanks
-shameem

[mjbehrii]

I know this is old but I ran into this issue.

I presumed the duplicate check was going to check for duplicates and then UPDATE the record, not fail the record.

So in a last ditch effort I did not map any fields to check for duplicates and it updated all my records. It does require the "ID" column or it imports it as new.

[jneasmith]

Hello,

I have a somewhat similar problem in that I have a website tool (www.doimatter.com - a crediblity scoring engine) that is a lead generation tool for our company. I have the lead information being sent back to SugarCRM as a lead and the information and the associated campaign I created comes through properly. My problem is that a lead will also select on the website after the fact a 'webinar' to attend (I have a campaign set up to track this as well) and I have the information being sent back to SugarCRM as well but it comes in as a separate record. In other words I have the same lead being entered twice into Sugar rather I would like the lead to be represented as one record (automatically) but showing two campaigns attached to the lead.

Is this possible? Do I need a data integration product?

Thanks for the help.