Import Contacts Using Another Field as Unique Identifier
upcoming
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Ryan Hartigan
We are having a lot of issues with importing contacts from other CRM databases, where the tables are linked together by recordIDs or other fields. For example, if we want to bring someone from Zoho into HL, their Zoho export will be a lot of tables connected by fields that are not number, name, or email.
Being able to select a unique field to import on that is different from these three would help limit a lot of issues when importing from tables that do not include these fields or reference them in other ways
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Pallavi Kothari
Hi
Thanks for upvoting this idea - we are planning an upgrade on import and would love to answer a few questions about how the import would work when there are other unique identifier fields at play.
Assuming we have a new unique field called "ID" and there is an import based on email where the platform finds that a value of this ID already exists in some other record - would we expect an error or a warning in such a case?
Would love to hear your opinions on the same - please block my calendar at : https://speakwith.us/pallavi
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Ryan Hartigan
Pallavi Kothari I'm not sure exactly what you mean from this description but I will book in a call here with you and we can chat about it. I think if you have an internal ID field then you probably want to allow for another field within the imported database to reference that internal ID. Potentially a composite key of HL's internal unique ID and the referential import ID. I am sure a database engineer would know how best to handle that, but you DO want to maintain the original ID from the import as a unique identifier because you would want to reference this ID in other imports. At least with a composite key, you can create separate indexes on each component of the composite key which should allow you to use the original imported ID to match to other references to that ID in future imports.
I would have the team look at a db import from Zoho so you can see how the tables there exist and what references you need to make between IDs in tables to get all the information into Highlevel
Core Platform
upcoming
T
Teddy Benz
Core Platform any status update on this one?