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Form - Data Import

251 bytes added, 09:31, 30 September 2015

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A contact history must be added to the record during upload or the custom outcome won't remain on the records if the contact queue is reset in the Outbound module.

If no custom outcome is used the default outcome on the records will be ''Imported'', also if the no contact history is added and the records are reset the outcome will be set to ''Imported''

 

 

= Smart Update =

Smart update provides an extension on the Add Only process. In this case, the file you are uploading needs to be compared to the existing records as there may be overlap or records that need updating. Smart update allows you to select a "matching" field. If a record exists (a match has been found) in the spreadsheet and in the form, you can choose which information is to take priority. Then for any record that is not matched a new record is added to the form. 

Follow This process is ideal for also performing mass updates to remove "do not call" numbers. You can load a list of "do not call" numbers and where a match is found, the top add process aboverecord is removed from the active calling list.

Following the steps from the process above. The final screen gives a number of Smart configuration options.

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Philip Lacey

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