Import registration data and match with existing contacts

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Posted on by Raffaele Sorra

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Hello

My customer organizes several events during the year. The participants can register them via web form on the event-website. Unfortunately, I can only get an csv file with the columns name, surname, fullname, email, address etc.

I now want to import this data into CRM. My vision is:

Creating a new entity "Registrations", where I import the csv
Every column will be imported in a text field
With the fullname, CRM should try to match them to existing contacts.
If CRM finds multiple matchs, it should import the record anyway. A User can then make the match manually with the additional data in the imported text fields.

How can I achieve the import, even when the contact cannot be resolved?

thx

Raffi

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Raffaele Sorra 472 on at

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I import the data without mappting to contacts. Because a User has to open and choose the campaign manually. In the same time, an oData query, using name + surname as filter looks for contacts. If found, it fill the lookup field.

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