Problems with importing Account data

Iā€™ve got a csv file with just two fields. The account name and a custom value that we defined a custom field for in the accounts module.

I want to import this file to update the custom field without duplicating the account, but every time I try it re-adds a duplicate account name instead of updating the existing account.

Iā€™m not sure what Iā€™m doing wrong.

Iā€™m using Version 7.14.4

You need to have the id field in the csv as well. when you have the id field during the first step of import
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Select the 2nd Option ā€œCreate new records and update existing recordsā€

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1 Like

Thank you @ abuzarfaris That worked

Please mark answer as solution, so it will help others in the future,