The Import Feature in Hushly allows you not only to create data but also to update existing field data without creating duplicate records for your existing ACCOUNTS, ACCOUNT REPS, and ACCOUNT VISITORS.
When you import the file, select an option under Manage Duplicates, and specify how the system should handle duplicate records encountered during the import. The duplicate rule determines which source of information takes precedence, using unique identifiers to detect duplicates.
There are three settings:
Skip will retain the existing record in the system.
Update will fill in only the missing data from the import source.
Overwrite will replace all existing data with the imported data, except when a source field is blank.
Account
The Name and Domain fields of an Account serve as its unique identifiers. If any identifier in the imported data matches a record in the system, the result will depend on the Manage Duplicates setting.
Skip: The matching record will be marked as failed with the reason "Duplicate Record".
Update: The matching record will be marked as "passed".
Fields with existing data in the system will not be updated.
Blank fields will be updated with values from the imported file.
Overwrite: The matching record will be marked as "passed".
All fields will be overwritten with the imported data.
Existing values will not be replaced by blank values in the imported file.
If the Domain field matches an existing Account, the Account Name field can be updated.
Account Reps
The Email field of an Account Rep serves as its unique identifier. If a match is found, the result depends on your Manage Duplicates selection.
Skip: The matching record will be marked as failed with the reason "Duplicate Record".
Update: The matching record will be marked as "passed".
Fields with existing data in the system will not be updated.
Blank fields will be updated with data from the imported file.
Overwrite: The matching record will be marked as "passed".
All fields will be overwritten with the imported data.
Existing values will not be replaced by blank values in the imported file.
If the Email field matches, the Account Rep Name can be updated.
Account Visitors
The Invitee ID and Email fields serve as unique identifiers for an Account Visitor. If a match is found in the system, the behavior will depend on the Manage Duplicates setting.
Skip: The matching record will be marked as failed with the reason "Duplicate Record".
Update: The matching record will be marked as "passed".
Existing data will remain unchanged.
Blank fields will be updated with data from the imported file.
Overwrite: The matching record will be marked as "passed".
All data will be overwritten with the imported file.
Fields with existing data will not be overwritten by blank values.
- If the Email field matches, the existing Invitee ID can be updated.
Related Topics:
Importing Accounts
Importing Account Reps
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