Import and update contacts

[Anonymous]

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

[Madhan_T · Accepted solution]

Hi,

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

Regards,

Madhan

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[Anonymous]

Great it works fine!

[broepke]

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)

[Anonymous]

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

[broepke]

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