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en:import_updatefields [2017/07/23 22:52]
joebordes created
en:import_updatefields [2017/07/23 22:54] (current)
joebordes
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 ===== Example of how to use ===== ===== Example of how to use =====
  
-  * First I need a CSV file prepared to import into vtiger CRM. I will do the example with contacts (any other importable ​vtiger CRM module works the same). To obtain the file I export information from vtiger CRM demo site. This is the image:+  * 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:
   * {{:​en:​import:​upsert_export.png?​500|}}   * {{:​en:​import:​upsert_export.png?​500|}}
   * This gives me a {{:​en:​import:​contacts_raw.csv|file with a lot of columns and rows}} of contact information   * This gives me a {{:​en:​import:​contacts_raw.csv|file with a lot of columns and rows}} of contact information
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   * 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.   * 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 vtiger CRM. 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.+  * 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.
   * {{:​en:​import:​upsert_import.png?​600|upsert import}}   * {{:​en:​import:​upsert_import.png?​600|upsert import}}
   * Before and After images:   * Before and After images: