Merge Contacts with import CSV

💬 General Discussion
1

HI!

How can you combine contact field data in a CSV directly during CRM Import?

I would like that even if the contact was present in SuiteCRM (control via e-mai), any fields in the CSV were added to the CRM contact, and would not create a new contact, is it possible?

Another thing: in aod_indexevent I see some data of some contact deleted, will be removed automatically with some Prune function or will they always remain there?

Thanks!

2

I am not sure this article applies to SuiteCRM

http://support.sugarcrm.com/Knowledge_Base/Import_Export/Updating_Records_Via_Import/index.html

but you can start by trying it. :slight_smile:

About aod_indexevent, do you men you see it in the database, or it actually comes up in the search results when you search inside the app?

3

Excuse me for the long delay!

I try to explain well what I need, as you can read here http://support.sugarcrm.com/Knowledge_Base/Import_Export/Updating_Records_Via_Import/index.html the merge work if you know/use the ID which is therefore a primary key, in my case I simply have new contacts on CSV without ID, I would like in import phase the primary key function will be the e-mail address, so when an e-mail is already in the CRM, the values of the fields in the CSV would be imported/updated into the CRM.

If the e-mail is not present in the CRM, a new CRM contact will be created.

So the work in the Import phase is to change the primary key from ID to e-mail, what do you think?

4

What you’re saying makes sense but I am not sure if that change of Primary key is possible.

To get more control over your import, you could write a simple PHP import script. There are examples online, and it’s very useful to get this sort of thing right, and also to be able to add security groups to the new records and set up relationships to other records.

5

Can you list the example links you’re talking about?

6

I have a big (BIG) script up on a GitHub gist. Maybe it’s easier for you if you follow a previous thread here:

https://suitecrm.com/suitecrm/forum/developer-help/19483-logic-hooks

Anyway, with that code, it’s easier for you to search online for more help.

7

Thanks!