Import not working

Question

Hi all,

Question on Sugar Community 6.5.22.

I have imported a CSV with many fields and many rows. It imported fine.

That CSV included three rows which - for the sake of this post - looked like this:

Company ID: 1

Company name: Acme Sprockets

Size of company data: (blank)

now, I want to fill in the "Size of company data" field to all of the companies. So, I set up a CSV which just contained these three rows and looked like this:

Company ID: 1

Company name: Acme Sprockets

Size of company data: 12.34

On the "Check for duplicates" page, the only available field is "Company name". If I move this to the "Fields to check" box then Sugar fails to import the records as it believes them to be duplicates. However, if I don't move it and leave it in "Available fields" then it creates three new records.

So, I want to just append the existing records with data but can't work out how to.

Where am I going wrong?

Thanks in advance,

Paul

Paul Squires · Accepted Answer

You need the ID value of the existing records in order to update them. You could export your existing data to obtain the ID values (along with all the other fields), manipulate it to create your "update" CSV file and then import.