My quotes are created in a system outside of SuiteCRM, but the quote chasing is managed with the system. Because of this I need to do repeated imports of quote data into SuiteCRM, which is fine the import goes well and the quote import.
However each time I import a quote a new quote number is generated for it within SuiteCRM and I lose any history in Suite that would relate to that quote.
What I want to be able to do is import my quote data daily but have the system recognise the quote number where it already exists and overwrite the changes (eg quote status) rather than create a whole new record. and where no quote number exists create a new record.
We are on version 8.10.1
any ideas?
Simon
Hi, welcome to the Community! 
When importing, there is an option to “update” existing records. In order for SuiteCRM to know that you are updating and not adding new ones, it needs a way to match what you’re uploading, to what is already in the database.
This can be done with an “id” column matching the record id of existing Quotes. Or (if I remember correctly) you can also specify another field from the data that can be used as a unique key (such as an quote number)
Hello Simon,
how often are you doing this?
Sounds like a job for an API integration, rather than manual, repetitive work.
This is a new implementation so none of the processes are fully “fixed” yet I haven’t looked at API integration at all