This would be a sorely needed upgrade. I can think of many situations where this type of functionality would be so helpful.
Thank you for all of the mentions of Insycle @TimBrown, appreciate it. I work for Insycle, so just wanted to chime in here to provide a little more context for people that need the append/overwrite/update functionality with CSV imports.
Insycle’s Magical Import module currently offers four different import mode options when importing:
- Update – Update CRM records with all non-empty field data contained in the CSV.
- Fill – Import CSV values only when the corresponding field in your CRM is empty.
- Overwrite – Insycle will replace any existing data in your CRM with the data in the CSV — even if the CSV field is empty.
- Append – Import values from the CSV and append (add them to) the existing data already in your CRM. A typical example of how “Append” is used would be in a “Notes” field.
Other features you should be aware of include the ability to select an identity field (to match CSV records to existing records in your database and avoid duplicates), the ability to format, clean and standardize data as you import it to improve data quality, add records to a list on import, to automatically associate the records on import based on the matching field you select.
Here is our help doc on this if you want to see how it all looks inside the UI.