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Update existing data by Import
Update existing data by Import

Using data import to mass add, update, and delete data of clients and products

Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

If you want to update data on your customer database, or on products such as prices, there is the "UPSERT" feature that allows you to mass update information via an import.

How to update data via an import?

⚡ Note: This feature is only available for updating customers and products.

⚠️ Important:

  • The update key 🔑 is the information that makes the link between the old and the new information. It is the information that does not change during the update: for example the name, or a reference code.

  • An import cannot be undone, once it has been done, it will not be possible to return to the previous version, so please check the file content and the import settings carefully.

Before starting, it is important to master a normal import in Organilog, for this purpose other articles are available in the documentation.

Depending on your needs, there are 2 possible ways:

  • Export your product or customer database from Organilog, and update this file.

  • Use a file that contains data that needs updating to Organilog.

Once your file has been modified and updated, go to ⚙️ menu and start Data import.

Select the "Products or Services" or "Customer" module, select your file, and go to the next step.

On the next window make sure you check the data format (Separator, encoding, date and time format) and check the Update the existing data

In the next step, you can select which column to be updated by clicking on the Update key option.

⚡ Important: You can only select one field column to be updated.

Once the Update key is selected, check the box below the choice of the column that indicates that this column will be updated.

This means that the software, when importing, will base itself on this column to know which existing item to be replaced.

If you use for example "Name", then you need a column in your file with the exact name of the product or customer existing in your database, so that the software updates the file of this product or customer by comparing the two pieces of information, the name of the product or customer in your database and the name of the product or customer in your file to be imported.

Then select the columns you want to update, for example, the different purchase and sale prices of your products.

Once everything is configured, go to the next step to validate the UPSERT and launch it.

Run the import, then check if the data has been imported in the corresponding module.

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