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Conditional Import

Last post 04-28-2009, 9:39 AM by Alex. 2 replies.
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  •  04-28-2009, 6:17 AM 1804

    Conditional Import

    Hello,

    On Slx 7.01, I was about to use the Import Wizzard to import a list of Accounts from a csv file, but I'm not sure it will let me do what I want.. There are some Accounts listed in the csv file that already exist in the Slx database and I don't want to override some values I already have in Slx against those duplicate Accounts, like the email address, but, I want to be able to import the email address (and the email address only) if the duplicate Account does not have one in Slx.

    Otherwise is there another way to import data from a csv than the Import Wizzard that would allow me to do it?

    Thank you in advance for your help,

    Regards, Alex

  •  04-28-2009, 9:27 AM 1805 in reply to 1804

    Re: Conditional Import

    Alex, the import wizard does not do conditional updates/inserts in SalesLogix 7.01. 

    To do what you want you would need to use some other tool than the import wizard.  You could use SQL DTS or SSIS to do this.  Though it is more time to develop an import using these tools, you probably already have them if your database is SQL server based. They also offer the flexibility to do the kind of conditional inserts and updates that you are looking for.  I will be doing a blog posting on this topic soon (hopefully this week).  You can check here for detailed steps on this this topic once the blog is posted.

  •  04-28-2009, 9:39 AM 1807 in reply to 1805

    Re: Conditional Import

    Thank you for your answer Kris,

    I'll play a little bit with the SSIS on my test database, and I'm looking forward to reading your post!

    Thanks

    Regards, Alex

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