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Re: List import - How to not overwrite a particular existing record field

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Nurture_Ninja
Level 4

List import - How to not overwrite a particular existing record field

I'm doing a list import from an event booth visits. I have about 100 leads to import and some of these already exist in our db. 

I want to import the new 70 leads and also update the existing 30 days. Only field I don't want to update the 'Job title' for the existing 30 leads. Here, I want to retain the value in our db. Is it possible to achieve this? Thanks.

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SanfordWhiteman
Level 10 - Community Moderator

Re: List import - How to not overwrite a particular existing record field

Go into Admin » Field Management and Block Field Updates for that field from source List Import/List Import (untrusted).

 

You can make this change temporarily and then change it back when the import is complete, if it’s not something you always want to block.

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3 REPLIES 3
SanfordWhiteman
Level 10 - Community Moderator

Re: List import - How to not overwrite a particular existing record field

Go into Admin » Field Management and Block Field Updates for that field from source List Import/List Import (untrusted).

 

You can make this change temporarily and then change it back when the import is complete, if it’s not something you always want to block.

Nurture_Ninja
Level 4

Re: List import - How to not overwrite a particular existing record field

Thank you. Can you please explain why does it need to be List Import untrusted source and not List Import trusted source? 

SanfordWhiteman
Level 10 - Community Moderator

Re: List import - How to not overwrite a particular existing record field

I meant you could use either one, depending on how you’re doing the import.