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Customer experience | Sales, Customer Insights,...
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Import data: match existing contacts based on e-mailaddress

(1) ShareShare
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Posted on by 39
Hello,
 
I regularly need to import lists of data into CRM.
 
Our set-up currently blocks any imports if:
  • the contact already exists
  • there are two contacts with the same first name and last name
I'm trying to achieve a set-up where:
  • the e-mail address is used as unique identifier vs the the Contact (First & last name combo)
  • If a match is found - that data is updated with my latest import data instead of returning an import error
Kindly advise how I should go about this.
 
Thank you in advance!
 
Tanya
 

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