Data export, clean and re-import

Fletch641 Member Posts: 2
First Comment

I'm attempting to export our organisation data, around 15,000 accounts. Update and clean by matching to an external database and re-import. I'm hoping that the import will essentially update the organisations, having filled in some of the missing data. Using the org ID is important so that any new data is matched.

How will people linked to organisations be affected? Are they linked to the Organisation ID, and so any name changes to the organisation will not affect their linking? Do I have to include people, their email addresses and job titles in the export/import for them to link?

Best Answer