If BuzzStream finds a Media Partner or Contact in your import that is already in your database, it can update the Media Partner or Contact's information for you. Choosing the "auto-update existing contacts" option will cause imports to run slower and take more time, so only select it if you have new information that you need updated.
Key things to remember when using Auto-Update:
1. If you use projects, the current project selected when you click on import will be the project that your records are imported into.
2. When you select 'auto-update', some fields for the Media Partner and/or Contact will be replaced with the imported values and some fields will added to the Media Partner or Contact. For example, if you import a new 'Email' address, the existing email addresses will be left on the contact record and the new one will be added. In contrast, if you import a new value for the 'Assigned To' field, it will be changed to the new value.
3. Some imported values will be replaced in the current project only, and other fields will be replaced in all projects. For example, the contact info for a Media Partner or Contact will be replaced in all projects if updated in your import. 'Relationship Stage' is a project specific value that will only be replaced in the current project you are importing too. Additionally, imported values for 'Custom Fields' are updated to the configuration of the specific custom field you are importing to. (Custom Fields can be configured to be have project specific values or to have values that apply to all projects.
The following table is guide that details out the specific field, how "Auto-Update" treats the field, and how it will be applied to your project/s.
BuzzStream Field |
How “Auto-Update" Treats the Field |
Applies to: |
|---|---|---|
| Assigned To | Replaced | Selected Project |
| Relationship Stage | Replaced | Selected Project |
| Overall Rating | Replaced | All Projects |
| Person About | Replaced | All Projects |
| Email 1 | Added | All Projects |
| Email 2 | Added | All Projects |
| Email 3 | Added | All Projects |
| Email 4 | Added | All Projects |
| Replaced | All Projects | |
| Linked In | Replaced | All Projects |
| Replaced | All Projects | |
| Friend Feed | Replaced | All Projects |
| Contact Us Url | Add | All Projects |
| Phone 1 | Added | All Projects |
| Phone 2 | Added | All Projects |
| Fax | Added | All Projects |
| Address Line 1, Line 2, City, State, Zip, Country | Added | All Projects |
| Media Outlet Relationship Stage | Replace | Selected Project |
| Media Outlet Type | Replace | All Projects |
| Media Outlet Job Title | Replace | All Projects |
| Media Outlet About | Replace | All Projects |
| Person Note | Added | All Projects |
| Tag 1 | Added | All Projects |
| Tag 2 | Added | All Projects |
| Tag 3 | Added | All Projects |
| Tag 4 | Added | All Projects |
| Tag 5 | Added | All Projects |
| Tag 6 | Added | All Projects |
| Tag 7 | Added | All Projects |
| Tag 8 | Added | All Projects |
| Tag 9 | Added | All Projects |
| Tag 10 | Added | All Projects |
| Tag 11 | Added | All Projects |
| Tag 12 | Added | All Projects |
| Tag 13 | Added | All Projects |
| Tag 14 | Added | All Projects |
| Tag 15 | Added | All Projects |
| Tag 16 | Added | All Projects |
| Tag 17 | Added | All Projects |
| Tag 18 | Added | All Projects |
| Tag 19 | Added | All Projects |
| Tag 20 | Added | All Projects |
| Tag 21 | Added | All Projects |
| Tag 22 | Added | All Projects |
| Tag 23 | Added | All Projects |
| Tag 24 | Added | All Projects |
| Tag 25 | Added | All Projects |
| Custom Fields | Replaced | See Custom Field Settings For Each Custom Field |
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