Updating with Import without Record Duplication

[Outis]

The import utility supports the ability to 1) create new records, and 2) to create and update records. However, there is no stand-alone update option. Related threads indicate that updates without row insertion are possible IF the primary key is supplied at the time of import. If there is no back end access to report on primary keys, is there another front end work around whereby existing records can be updated while eliminating the possibility of record duplication?

Thank you!
Outis

[SergeiLo]

Hello Outis,

The import utility supports the ability to 1) create new records, and 2) to create and update records. However, there is no stand-alone update option. Related threads indicate that updates without row insertion are possible IF the primary key is supplied at the time of import. If there is no back end access to report on primary keys, is there another front end work around whereby existing records can be updated while eliminating the possibility of record duplication?

Thank you!
Outis

What is your source? What do you try to import/update/upsert? Do you have unique fields in your source and SugarCRM target table as well to update your records by?

Regards,
Sergei

[Outis]

Sergei,

Thank you for your reply. Since my original posting, I've learned that a true Update is available when a primary key is known. In my example, I wanted to update Accounts with the fact that a given form had been received and filed. By including the primary key (record id) of the Account at the time of Import > Create and Update Records, in my source data, I was able to mass update records without creating duplicate Account rows.

Thank you again. There'll be some related threads on primary keys and front end reporting that I'll want to log later as well.

Outis