How do I use import to modify data?
Data modification is very similar to the customer import as described in import customers
Upload the file with the data to be modified in csv or xlsx format and click on the upload file button.
Navigate to the file containing the data. If the upload is successful and the data is in the correct format then a green status bar will be displayed. Give the import definition a name.
Once uploaded two options are available.
Ignore lines: choose the number of lines to ignore before the data is available in the worksheet. Leaving it blank will not ignore any lines. Do not include the heading in the number of lines to ignore
Worksheet: choose the page where the data can be found.
Column mapping
An example of the data will be displayed. For each of the entries in Column choose a target column from the appropriate Target column drop down menu.
| Column | Example | Target Column |
|---|---|---|
| Name | Tom | Voorletters |
| Surname | Harris | Achternaam |
| TomH@xyz.co |
Click Next
On this page are a number of conditions and questions that need to be answered.
Click Next
Check if e-mail address is already present (check Box )
Check on initials plus name (check Box)
Check if postal code already present (check Box)
What to do with duplicates? Replace the existing customer
How you answer these four above questions will determine if the data is modified or not.
Click Next
A new page is opened with the possibility to save the import. Check the number of lines to be imported and the name of the file. when correct and the total corresponds to the expected result proceed
Once it is saved it will be set in a queue to be imported.
The larger the file the longer it might take to import.
Progress can be viewed in the page batch.
configuration mode - system - batches
