Thanks Sean, I'll give this a try!
Date: Tue, 29 Jun 2010 08:41:48 -0400 From: sean.garri...@fiserv.com Subject: Re: Updating Mass People Profiles To: arslist@ARSLIST.ORG ** As long as you extract field 1 (Person ID) when you run your report then when you do an import it will overwrite the data with what is in your import. When running the import choose “File->Preferences” and hit “Update Old Record with New Record’s data” on the “Duplicate Request Id” tab. We had to create a custom import form to do the permissions. So rather than importing directly into CTM:People we imported into a staging form to determine the permissions. We generated workflow that fired on “Merge” in the staging table to process permissions. Easiest way to figure out how to add a permission is to turn on the workflow logging and see what it does through the interface and reverse engineer it. Good Luck, Sean From: Action Request System discussion list(ARSList) [mailto:arsl...@arslist.org] On Behalf Of Vianna Vianna Sent: Monday, June 28, 2010 4:43 PM To: arslist@ARSLIST.ORG Subject: Updating Mass People Profiles ** Hello all Probably a very easy question for you all... We are using 7.5 and had a 3rd party integration which fed our people records that corrupted a majority of them, causing alot of incorrect data. I would like to do a mass update of records in the CTM:people form and have pulled all relevant/accurate data into an excel spreadsheet. Can I use the import / export tool to update fields in that form, or is it only used to create new entries? Most people profile data is correct but there are a few fields such as Job Title and telephone # that need updating. Also wondering what the best way to update permissions, since those are not contained in the CTM:people form Thank you!! Vi _attend WWRUG10 www.wwrug.com ARSlist: "Where the Answers Are"_ _attend WWRUG10 www.wwrug.com ARSlist: "Where the Answers Are"_ _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org attend wwrug10 www.wwrug.com ARSlist: "Where the Answers Are"
