Importing data when field already has something in it
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Hello,
I’m fairly new to this system and need to upload a file with a field I’m calling “Notes/Associations” – it’s an open text field we need to list different activities a constituent has been involved in or where they might have come from to get on our list.
If, for example, a constituent already has some text in the field for “Notes/Associations” and my import file contains a record for them with more notes I want to append to that field, how does WP Issues CRM handle it?
Will it append the new value or overwrite the field altogether?
I’ve tried going through your documentation to look for the answer to this question but it’s difficult to find out.
Thanks for your support,
Howard Rosenfeld
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Greetings.
WP Issues CRM does not have single notes field for constituents.
Instead, it has individual activity records for each activity. There is a note field on activity records. When you say “append”, it sounds like you want to create an additional activity record, which you can do in the upload process. In your upload file, you’ll need records that can match to the constituent (either an ID or just name and address), and then your activity notes. The upload will create new activity records for each constituent matched.
If you visit the WP Issues CRM support site, some of the pages and videos there should be helpful. Look especially under “Data concepts”.
Feel free to ping my email [email protected] if you want to start an offline conversation to sort this out.
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