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HELP ARTICLE

How to use SmartConnect to Update Only


SmartConnect has an update existing option, but not an update only option, but this doesn’t mean it is impossible to update only. SmartConnect has a Multi Data source type under Bulk Data Load. Multi Data allows you to join queries from different data sources and combine them into a virtual staging table to be used for an import.

In my example, I am sending GP Customers to CRM Accounts. I don’t want to create new CRM Accounts so I will use Multi Data Source we can include our Source data from GP, and destination data from CRM. I will join the two sources on the Customer Number. I use an inner join so only records that exist in CRM are returned.

My mapping will be the same as I normal. Make sure to check the update existing check box.

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