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Author Topic: Customization of Contact Importing  (Read 706 times)

haydo

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Customization of Contact Importing
August 28, 2011, 05:17:32 pm
Hi all,

Wonder if anyone has had any experience with customizing in and around contact importing? 

We are wanting to find out if it is possible to easily customize the duplicate checking algorithm for contact importing - rather than relying on name and email matches we have a unique identifier for a particular group of contacts that is set up as a custom data field, and want to match this on contact import, if the contact exists already with this unique id then update the existing contact record, or if not create a new record.

Thoughts, tips or suggestions all welcome :).

petednz

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Re: Customization of Contact Importing
August 28, 2011, 06:07:01 pm
It sounds like you could do what you need if the custom data was in the External ID field and then creating a new Matching Rule civicrm/contact/deduperules?reset=1 and then applying that when you do the import.
If so, could you copy your custom data to the Ext ID field if only for the sake of this import?
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haydo

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Re: Customization of Contact Importing
August 28, 2011, 09:31:36 pm
Thanks for this Pete. 

Didn't think of that - will explore this option tomorrow :)
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Customization of Contact Importing

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