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 field in the Pipeliner entity that is being updated (i.e. Account, contact, lead, Opportunity). If the expression returns a value of “true” when evaluated against the matching record in Pipeliner, the import data is ignored and DBX will immediately continue to the next import data.

import conditional update

endusersoftware has written 27 articles