Is it possible to append Deal records in bulk using CSV?
I want to append a large bulk of Deal records using a CSV file, but when I upload the file, it tries to add the appended records as new deals instead of updating the existing records.
Background: We are appending a large group of records with a "0" in a custom field for a tracking project. Because we are doing a large amount of records, I am adding the "0" to the custom field using a CSV file I downloaded from a filter that I created. In a series of tests I have uploaded 10 records with the appended field in a CSV file and even though I map all the fields correctly and select the option to merge data with existing records, PD still wants to add the uploaded records as new deals instead of updating the existing deals. Am I missing a step or is what I am attempting not possible to do?