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Import of Person Records Perfected

Carlyn Manly

UploadA small adjustment has been made to the Import functionality for person records. This adjustment perfects the way 4me ensures that a new record does not get generated during an import for a person record that already exists.

The identification of existing persons now works as follows:

  1. If the ID column is present and contains a value in the import file, then the ID is used to look up the person record with this ID in 4me. If a person with this ID is found, the data in the import file is used to update this record. If a person with this ID could not be found, the import of that line of the import file fails, else
  2. if the Source and Source ID columns are present and both contain a value in the import file, then these values are used to look up the person record with these Source and Source ID values in 4me. If this person is found, the data in the import file is used to update this record. If it is not found, a new person record is created, else
  3. if the Primary Email column is present and contains a value in the import file, then this email address is used to look up a person record. If this person is found, the data in the import file is used to update this record. If it is not found, a new person record is created.

Previously step 3 would be executed in case no person record was found in step 2. In the new situation a new person record is created when the Source and Source ID columns contain a value in step 2 and step 3 is not performed.