uploading contacts

uploading contacts

when we upload contacts from orders - sometimes the people are already on there from old orders years ago. We upload new orders with a note of the date (month) uploaded. So, if they are already on there from say, 2018.... then our new upload with a note of "March 2020" will make it look like she is a new customer. (And we cannot check each new order to see if they are already on the database.) Therefore - can there be a way to upload with an option "if contact exists - do not add." Thank you.
2 Comments
Moderator
Status changed to: Open Questions

Hi @dougc086 

 

What part of the upload process would you expect to see this option appear? Would you want it to apply to all of the contacts, or just specific contacts and specific details?

Moderator
Status changed to: Voting Open

Reply from @dougc086 

At the previous company we had - when you uploaded a new list - they gave
you an option before you clicked the upload button.

"If contact exists - Over write old data?"

So if the email existed - it gave us the choice to keep the old data for
all the fields, or over write it with the current data.

I would always choose "keep old data", this way I could see the original
source of the contact - date added, etc.

With your system - if I upload the email with the note - "From Michigan
meeting March 2020" assuming that I thought was new...

but she was actually in my database with this information in the notes
section - "From Florida meeting 2017."

If it uploaded the new data - and over wrote the old data - then in 2021, I
would assume I first met the contact in Michigan 2020.

This is only an issue when uploading bulk emails with an excel file (which
is how we use our sign up sheets.)

Hope this make sense??


Thanks for following up with these specific examples. We have opened up your feedback for voting so other users can weigh in as well.