3 articles Post Action Event

Adding Contacts To Existing Accounts (Part 1)

Adding new contacts to existing Accounts in Pipeliner is similar to import Accounts with a little twist. This is our scenario for this post: 1. We don’t have a unique key for each Account so we need to match against the Organization name. 2. It is possible to have the contact record already exist –…

Import module Conditional Update

There are times when there is a need to prevent updating existing data based on specific criteria. For example, if the client status Id is already set to 9 or above, that no updates are done against that record. This is possible in DBX by specifying the Conditonal Update expression. The expression should evaluate a…

Post Action Event Insert/Update Pre-Condition Trigger

The import module provides a way to conditionally create or update Pipeliner records based on data from the datasource or from the matched Pipeliner record. Datasource Insert Pre-Condition This expression is evaluated against the datasource. ¬†Use this pre-condition option if there are specific type of records that should not be imported as new records in…