Ideas - Click Marketing Automation for D365

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Information about the Product Ideas portal can be found in this support article.

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Import tool - decide whether to match contacts or leads

When importing data with the ClickDimensions Import tool, the system logic checks if there already is a lead or contact with the same email address in the database. If no match is found, a new contact or lead is created. I can choose the type for new entries in the import assisant.
However, I would love to have the choice to tell the system in what table it should look for matches in the first place. Have it search for matches ONLY in contacts or ONLY in leads or both.
We use contacts and leads for different customer types, and I cannot import new contacts (incl. subscription) correctly if there is already a lead with the same email address.

  • Guest
  • Jul 31 2023
Import/Export & Error Log
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