Running into a bit of an issue with imports, I want to avoid changing the import process if possible and manage through HS.
Background:
- Import file contains both new and updated deals in the one sheet as this is how it’s supplied from the 3rd party
- Import file contains a columnn for deal stage, due to the requirement by HS to have a deal stage on import
- Importer is a super admin, and therefore is overriding the rule that a deal cannot go backwards in that pipeline - so resetting the ‘updated’ deals to the initial deal stage
I’ve tried to mull on this one for a while, but keep coming back to ‘change the import process’ - anyone have some ideas here?
Hi @jasminss,
How are you currently differentiating between new and updated deals in the import process? To update existing deals, the record ID is required - for new deals that is inevitably missing. Are you splitting the import in two files?
For those deals where you have the record ID mapped, you can choose to not update the deal stage:
In other words, it comes down to splitting your import file in two:
- One part for the new deals, without record ID
- One part for existing deals, with record ID, choosing to not overwrite the deal stage
Best regards!
How are you currently differentiating between new and updated deals in the import process? There is a unique ID in the file - if that unique ID doesn’t exist against a deal, one is created. They exist in one import file.
We’ve removed the deal stage from the import file, and uploaded it despite HS warning that a ‘required field’ is missing and no issues so far - a WF then sets the deal stage if it’s been created, otherwise leaves it as is - and only the updated notes are added to the deal.
