uploading contacts

[dougc086]

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.

[Frankie_P]

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?

[Frankie_P]

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??

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

[Frankie_P]

Hello everyone. With the changes being made to our Feedback flow, we are changing this status to Not Currently Planned. At this time, we do not have plans to include this type of functionality due to the low number of tracks from other customers and the prioritization of other ideas. If we hear anything in the future regarding this feature request, we will update the thread.

[dougc086]

When uploading a list of new contacts, some were actually on our list already with where we first found them under the notes section.

Sadly - when they sign up again under a new person on staff reaching them - the notes section gets over written with the new persons name and we lost the old notes.

 gave us a choice of "over write old information if found?"  I would always click no.