Add or change company / customerdata by importing data form other (inport) file (excel)
From our exicisting data base in Super Office we would like to change / update some customers data, like TAX registation, Chamber of Commerce registration, and credit limit.
We prefer not to overwrite the existing data, we only want to update of add missing information in the existing data base whout putting this dat in manualy to avoid incorrect entry.
We have the data in Excel format.
What is the best and easiet way to do this?
Alles Antwoorden (1)
According to how you describe, I would assume that our default "Import" tool could give you the result you are looking for.
Some things to take into account:
- In order for the import to work in a reliable way, a reliable "unique key" for each company is required. Usually we use the "database contact ID" (a unique reference for a company card in SuperOffice) or the "number/code field". I can imagine that this data is missing in your current Excel. If so, you may need to do an export first and create the logic which is required to do a reliable import.
- Depending on your import wishes, you can manage how the import should be applied: "always replace data" or "only fill in empty values".
Since you are considering update an active environment with bulk data, I would not recommend "trying out" this feature. Best option would be to get in touch with your account manager first to discuss the topic and probably some consultancy services can help to achieve the result in a reliable and efficient way.