Options for Editing Records

If you select Yes for Edit existing under the Choose Options section when importing files, you will need to select additional options that will tell Quadra how to process row data.

Select existing identifier columns

If not found using selected identifier columns

If multiple records found using selected identifier columns

If removed record found using selected identifier columns

When an import field is blank

Select existing identifier columns

Use the checkboxes to indicate which fields will be used to match imported records with those in the database.

If not found using selected identifier columns

Warn and add: Quadra will flag this row and process it as an add.

Error:  This row will be flagged as an Error that will need to be resolved in the next step.

If multiple records found using selected identifier columns

Error: This row will be flagged as an Error that will need to be resolved in the next step.

Use most recently added: The existing record that was most recently added will be edited with the imported information.

Use most recently edited: The existing record that was edited most recently will be edited with the imported information.

If removed record found using selected identifier columns

Ignore: The record that was previously removed will not be processed or flagged as an error in the next step.

Error: The record that was previously removed will be flagged as an error in the next step.  When validating data, the only option available will be to remove the record.

When an import field is blank

Keep existing data: The field in Quadra containing data will be kept, and the blank field will be removed from the import.

Overwrite with blank: The resulting field will contain blank fields following the import.