Aug 9, 2017 12:58 AM
If I import a list of companies, using name, phone number, a couple of columns of new information (which I will assign to properties), and the company domain,
Will my import overwrite the Phone number if they are different?
Will my import overwrite any columns of information currently in the CRM but that are not in my import file? For example, I have a property called Notes so that my AM's can backup their notes by downloading an excel file... If my import does NOT have the Notes column, will the Notes info for each company be deleted?
I simply want to mass change phone numbers via import and DO NOT want any other info deleted.
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Aug 9, 2017 6:21 AM
When you import companies, domain name is used to deduplicate them against exisitng records.
When an existing record is found - mapped fields in your input file will update/overwrite existing data.
Feilds that are not in or mapped from your input file will be left untouched. Nothing will be deleted.
Bascially, it sounds like what you want is exactly what will happen - I recommend doing a small test import first though so that you can see this for yourself.
Hope this helps.
Aug 15, 2017 2:15 AM - edited Aug 15, 2017 2:16 AM
@edjusten So then my only option other than importing without a domain and then duplicating more than half of our companies would be to delete everything, and import the new file (after downloading the export file as backup of course)?