Update accounts with import tool

[Meex21]

Hi community,

I need the possibility to update existing accounts from a csv file, so use the import functionality.
But there's one thing that annoys me, altough unchecked the required flag for the field name, I need to map this field, I think this is hard wired, or is there a "simple" possibility?

regards
Meex

[eitrix]

you need to define by what field will sugar know when importing what to update.

And yes

[Jahnavi]

You need to save your mappings once you have mapped all the database fields with header rows for future access. Following are the steps that you follow while importing :

IMPORT LEAD -> MY SAVED MAPPINGS - (you can view this on the same page where you find CEATE AND UPDATE RECORDS, only after you save your mappings) -> CEATE AND UPDATE RECORDS -> CHOOSE FILE -> MAP ALL THE DATABASE FIELDS WITH HEADER ROWS OF YOUR IMPORTED .CSV -> Save Mapping As at the bottom of the page -> GIVE YOUR MAPPING A NAME WHICH WILL DISPLAY IN "MY SAVED MAPPINGS" WHEN YOU CREATE AND UPDATE RECORDS.

Hope this helps.

Good Luck !

Jahnavi