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Claris Engage 2025 - March 25-26 Austin Texas ×

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How can I merge the unique records and changed records in New file (new sales leads) into Old file (old sales leads). There are people at different location who enter new sales leads and change (update) information on existing customers.

I need to update the Old file with the unique new records (no duplicates) from the New file. Then update records in the Old file with the information that has changed in the New file.

In the past I have just imported the records form New file into the Old file then preformed several find duplicates, sorted and gone down the list deleting or updating each record as needed. This take a long time!

We need to keep some records which contain duplicates in certain fields. i.e. Two people share the same phone number and address but have different email addresses; several doctors who share the same office all have the same company name, address and phone number but different suffix, prefix, first name, last name and notes

The fields that change are: First Name, Last Name, company, address, city, state, zip, email, phone, notes, creation date and modification date.

What is the quick and easy solution?

Posted

You would need to make a compoundkey for the updating and adding of new records via import. I would make a key in both files that combines the phone and email via a calc'field ...because it'll update the relevant records and add the new ones, provided the correct importmapping is established the mapping should include these options:

Update matching records in found set ....and the following checkbox chosen:

Add remaining data as new records

But you have to include a "Show All Records" ...since the maping talks about found set.

--sd

This topic is 7313 days old. Please don't post here. Open a new topic instead.

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