PLM 360 General Discussion

PLM 360 General Discussion

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Active Contributor
xcollet
Posts: 29
Registered: ‎11-13-2006
Message 1 of 6 (212 Views)
Accepted Solution

Import and update contacts

212 Views, 5 Replies
04-24-2012 02:35 AM

Hi,

 

I have created a "Contact" workspace, I have imported some contacts (firstname, lastname and e-mail) in this workspace and would like to "reimport" an updated list of contacts (same firstname and lastname but some e-mail have been changed)... When I do so, PLM360 never update my contact but recreate new contacts...

 

Am I doing somthing wrong???

 

Xavier

Xavier

Hi,

 

Please choose "Match On" option to update the existing value. Attached image is for your reference.

 

Regards,

Madhan

 

If my post answers your question, please click the "Accept as Solution" button. This helps everyone find answers more quickly!

Product Support
Madhan_T_autodesk
Posts: 546
Registered: ‎09-26-2007
Message 2 of 6 (209 Views)

Re: Import and update contacts

04-24-2012 03:50 AM in reply to: xcollet

Hi,

 

Please choose "Match On" option to update the existing value. Attached image is for your reference.

 

Regards,

Madhan

 

If my post answers your question, please click the "Accept as Solution" button. This helps everyone find answers more quickly!



Madhanagopal Thiruvenkatachalam
Support Specialist
Product Support
Autodesk, Inc.

Active Contributor
xcollet
Posts: 29
Registered: ‎11-13-2006
Message 3 of 6 (202 Views)

Re: Import and update contacts

04-24-2012 04:50 AM in reply to: Madhan_T_autodesk

Great it works fine!

Xavier
Board Manager
broepke
Posts: 180
Registered: ‎01-24-2004
Message 4 of 6 (192 Views)

Re: Import and update contacts

04-24-2012 06:46 AM in reply to: xcollet

Xavier,

 

Another thing I've learnt thorugh experience is to ALWAYS have an Autonumber field on all your workspaces.  Even if it's something you just put at the bottom of the form.  This makes is so much easier to import and match data with exact accuracy later.  While you can match on multiple values - you still might have two people with the same name in your contact list.

 

This is simple - you can add it any time you want - even after records are created - just go to setup and add a single auto-number filed.  It will prefex it with two letter - you can see all over the workspaces we've changed these to a two letter abbreviation for whatever your working on  - "CN" or "CT" or whatever you want.  Makes it easy to identify (doesn't have to be globally unique)



Brian Roepke
Director of PLM & PDM
Autodesk, Inc.

Active Contributor
xcollet
Posts: 29
Registered: ‎11-13-2006
Message 5 of 6 (184 Views)

Re: Import and update contacts

04-24-2012 07:46 AM in reply to: xcollet

Hi Brian,

I do agree with you,... and I would do the same on a production workspace... but I am just doing "quick and dirty" tries. ;o)

 

Thanks
Xavier

Xavier
Board Manager
broepke
Posts: 180
Registered: ‎01-24-2004
Message 6 of 6 (179 Views)

Re: Import and update contacts

04-24-2012 07:55 AM in reply to: xcollet

Great to explore - finding this "key match" is a great trick!



Brian Roepke
Director of PLM & PDM
Autodesk, Inc.

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