Example of how to use

• First I need a CSV file prepared to import into coreBOS. I will do the example with contacts (any other importable coreBOS module works the same). To obtain the file I export information from coreBOS demo site. This is the image:

• 

• This gives me a

  file with a lot of columns and row

  of contact information

• I eliminate most of them for the sake of the example. I am supposing that I need to update ONLY the department field of the contact without modifying the others. I am going to eliminate most columns to make the import file smaller but I am still going to leave some columns I do not want to import, just ignore them. So I end up with , which has this inside:

• Note that I have eliminated most columns except the ones I need to do the matching for update and the ones I want to ignore for the sake of the example. I have modified all the departments.

• Now I import as you normally would in coreBOS. I map ONLY the fields I want to be updated and the mandatory fields of the import (usually the ones you are going to be merging on), all the others are directly ignored. I select automerging, update and indicate the criteria for matching.

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• Before and After images:

Before update List View

Before update Detail View

After update List View

After update Detail View