GP to CRM integration updates only
Manny Lopez asked 6 years ago
Is there a way to tell a GP to CRM integration to:
– If it finds a record in CRM update it
– If it does not find a record, do not create a record on the CRM side.
Basically only want updates and no inserts.
– If it finds a record in CRM update it
– If it does not find a record, do not create a record on the CRM side.
Basically only want updates and no inserts.
Answers
Ethan Sorenson Staff answered 6 years ago
Hello Manny,
We currently don’t have an option to only update and not insert. If that is what you want to do I would recommend using a multi-data source with one source being CRM to find all existing records. Then use this to filter for only records that exist in CRM so the records that do not will never reach the destination mapping.
We currently don’t have an option to only update and not insert. If that is what you want to do I would recommend using a multi-data source with one source being CRM to find all existing records. Then use this to filter for only records that exist in CRM so the records that do not will never reach the destination mapping.