Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2010 and later
When importing data to or exporting data from a database, you can select merge options for records and related items, such as notes and histories. These merge options look at the source records and destination records and determine what happens with data that matches and does not match.
You can select separate merge options for the data in the source and destination records. The Import and Export wizards have default merge settings, but you can change them. Once you change the merge option setting for a record and its related items, that change is saved. If you are not seeing the data you expected in the imported or exported file or database, you can restore the default merge option settings.
How Data Matching Occurs
The "Confirm each match" option (in the Import and Export Wizards) checks for primary matches. Secondary matching occurs if duplicate checking is enabled. If you are importing or exporting a large amount of data, the Confirm each match option requires that you manually review each possible duplicate record found before the import or export can complete.
Merge Options When Source Records Match Destination Records
You can specify to:
- Replace with newest record to use the data in the record with the most recent Edit Date. This is the default setting. In some situations, such as importing data from a delimited text file, this option is not available because the source files do not have a date and time stamp.
- Merge data to fill in blank fields in the destination record with data from the source record. If the destination field contains data, no data is imported or exported.
- Replace with source record overwrites the data in the destination field. Note: This option only replaces data in fields that are mapped. For more information, see What Is Field Mapping For Data Imports and Exports?.
- Do not change means no data is imported or exported from the source.
You can specify to:
- Add the record. (Default setting)
- Skip the record.