The Update mapping is comparable to the Data Import mapping. The primary distinction is that you must instruct Loader how to find the exact records to update in your app, which means you must choose a column in your CSV with values that are unique to your records.
In other words, suppose you want to update the address of a customer named Kyle Greenwood. To find your records, you pick the Last Name column. There is, however, another customer named Jack Greenwood in your app. Unfortunately, Loader would produce an error because it would not know which Greenwood records to update. However, if you used the First Name column to search records and there are no other Kyles in your system, Loader would update Kyle Greenwood's address.
Many apps use email addresses as unique record identifiers, or internal ID numbers, which are difficult for the regular user to find. Lauder allows you to search for records in a database using practically any field.
Here is how to select a field to find records in your app:
- When you get to the Mapping step in the Find Records By column, you see radio buttons disabled (grey)
- Map your fields, some of the radio buttons become available for selection (black)
- If the button next to a field is not shown, then that field cannot be used for an Update
- Pick one field
What if you know your app contains similar values for the selected data field?
Loader will skip these records and return them in the failed records file with an explanation of the error. And, it will update other records.