Hi
I am trying to update a number of contact persons, updating a custom field I have created in Clarizen.
I have tried using E-mail and External ID as the march field so that the relevant contacts are updated. However, Clarizen seems to want to create new items in the system instead of updating the ones that are already there.
What do I need to you as a primary key to make sure contact persons are updated?
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Peter,
Have you tried using the primary key prefix to specify the existing fields to "Update" instead of "Add"?
Example spreadsheet...
Headers:
PK:External ID | FirstName | LastName | Email ....and so on.
This should find the data and allow you to do an Update instead of Add. There are tips in the documentation as well....
http://usermanual.clarizen.com/#16-5-data-loader
Dang! Did not think of this. Will try
That did it <blushes>.
Thanks