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Import By Email Address

Open MikeyJC opened this issue 2 years ago • 0 comments

Description

Adds a new option to the Contacts module Import to allow records to be matched based on the row's email address when updating, rather than just the ID. Only on the Contacts module at this time, but can be easily extended to other modules that use Email Addresses. The matching will take the first Contact it finds with that email address.

Motivation and Context

Provides a new method of importing Contacts and updating them based on their email address, if the CRM ID is not available.

How To Test This

  1. Prepare a CSV with an email address included in the data.
  2. Go to the Contacts Import view.
  3. Select the new third option to import and update by email address.
  4. Go through the regular import steps.
  5. Once imported, check results to see newly created contacts or updates to existing ones are correct.

Types of changes

  • [ ] Bug fix (non-breaking change which fixes an issue)
  • [x] New feature (non-breaking change which adds functionality)
  • [ ] Breaking change (fix or feature that would cause existing functionality to change)

Final checklist

  • [x] My code follows the code style of this project found here.
  • [ ] My change requires a change to the documentation.
  • [x] I have read the How to Contribute guidelines.

MikeyJC avatar Aug 04 '22 11:08 MikeyJC