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Matching on Entity Name Before Import

Question asked by vhobbs on Aug 10, 2010
Latest reply on Aug 10, 2010 by philmodjunk

Title

Matching on Entity Name Before Import

Post

I periodically merge thousands of new records into an existing FM DB.  I need to maintain the data by entity (person, company, or committee), so that over time each person will have a variable number of records associated with him/her. My problem is that I don't know an easy way to assign matching or new serial entityID #s to new records without doing a vlookup in EXCEL first to find the entity names matches and associated EntityID#, then manually assign new serial ID#s for new entities, then re-merge the two sets of new records and import into FM.  There must be an easier way. Can anyone help?

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