Yes, nevermind, I was running some tests and removed the extra fields from my 
data file, but not from my mapping. My mistake. Thanks!!

 

Vi
 


Date: Tue, 29 Jun 2010 11:54:43 -0400
From: kbeg...@gmail.com
Subject: Re: Updating Mass People Profiles
To: arslist@ARSLIST.ORG

** 
You should be able to import just one field as long as you have the Field ID 1 
which on CTM:People is the people ID.
 
When you import are you doing an update in the preferences?


On Tue, Jun 29, 2010 at 11:50 AM, Vianna Vianna <vianna...@hotmail.com> wrote:

** 
If I want to update just the 1 field in CTM:People, can I simply extract that 
field and the Person ID, modify that field, and then import using the file 
which only contains those 2 fields for each record? Or do I need to export all 
data and only modify the data I want to modify, and reimport everything as a 
whole? I tried to just import the field that I wanted to update (Along with the 
Person ID), and I'm getting an Error importing record 1: ERROR (104): 
Field/Value list item is empty.
 
Thanks
Vi
 
 


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 

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-- 
Kevin Begosh
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