AnsweredAssumed Answered

How to set-up contacts import properly?

Question asked by mz5005 on Jul 10, 2016
Latest reply on Jul 16, 2016 by mz5005

Our staff have contacts on LinkedIn (LI). We have a central system for company contacts.

Linkedin exports all contacts in a text file per person(=one staff member) - rudimentary export module - nothing to steer - all contacts dump.

Our staff sometimes have the same contact. Because we don't want to have double contacts

in our system, we want to import every text file first into an FMP table and then sort out

who we want to add/update. The checking is done on the email address of the contact.


Per contact there are 3 options (with > action)

1. contact is yet unknown > import in CompanyContacts

2. contact is known and of same staff-member that LI account is from >  import in CompanyContacts (overwrites previous data because contacts can change jobs etc)

3. contact is known already but from different staff member > skip /ignore


Q: I am struggling how to do this best - With relationship / omit-include somehow?  with Lookups?

Any help greatly appreciated!