What do I do if I am Integrated with a CRM but want to import a CSV?
We NEVER recommend doing a CSV import when you are integrated with a CRM
When you integrate contacts it uses the CRM contact ID as the unique identifier. When you import CSVs unless otherwise configured it uses the email address.
So lets say you integrate 10 contacts with this data…
What do I do if I am Integrated with a CRM but want to import a CSV?
Note: both [email protected] addresses are integrated because they have different crmContactIDs.
If you then import CSV files that use the crmContactID and the data for them does not perfectly match the above then you risk messing up the contact data. This will then send back to the CRM system and update that too if the fields are data cleansed.
Also as said the import de dupes on email address. Therefore if you import this data…
What do I do if I am Integrated with a CRM but want to import a CSV?
The import data will overwrite all matching email addresses. Therefore using the 10 integrated examples the final result is this…
What do I do if I am Integrated with a CRM but want to import a CSV?
Notice how it updates every contact in our database with the CSV data.
The other risk is if you map this field and make up the crmContactIDs. Any activity a user makes in a received email enters the integration queue. If you therefore have contacts with made up crmContactIDs which do not exist in the CRM, the integration queue will fill up with data it can not process.
Generally speaking it’s a bad idea unless you never have duplicates and never have different data.
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