How do I import and merge new data?

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Hi,

I have an existing d/b of around 4,500 b.contacts and around 2,000 accounts.

I have just got some new data of around 3,000 b.contacts and 1,800 accounts.
This is currently in Excel format. The challenge is merging the 2 sets of
data.

Some accounts will be duplicates of those I already have, but I may have new
b.contacts in the new list to associate with them.

Some will be new / fresh accounts and b.contacts for us.

When I import the data I can select to import duplicates or not. That’s OK.

Can I associate (link) the b.contacts to the accounts as they are imported,
or do I have to do this manually after they are in the d/b?

I know I can log the account name to the b.contact but I want to make the
formal link at the time they are imported i.e. we need to be able to view the
b.contact from the account screen straight away.

Please say I can do this as I don’t think I can take it if we have to do it
manually…….?

Hope you can help.
Ian
 
Hi Ian,

The Account - contact links do not get automatically imported from an excel
(.xls) file. You will need to manually link them after import.
 
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