2 Replies Latest reply on Jan 16, 2010 8:38 AM by FentonJones

    Importing Large Database, How can I avoid duplicate records?

    wharf.insights

      Title

      Importing Large Database, How can I avoid duplicate records?

      Post

      This might be an easy question, but I can't seem to figure out how to import an excel doc and update my existing records with more information? I also want to create new records if none of those records are in the master database already.

       

      I know the feature is under import -- add new records, match, or update, but for some reason it never matches. maybe i don't have the right boxes checked.