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Question

Import Wizard & Updating Existing Records

  • July 9, 2024
  • 4 replies
  • 9 views

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Hello,
Is there a way to utilise Import Wizard in Skuid and update the existing records using the Salesforce ID field?
We have built a process that the users send off the CSV file of the records to external vendors and they will need to update the records based on the updated CSV file once its returned by the vendor.
Thanks,

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4 replies

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  • Nintex Employee
  • July 9, 2024

The import wizard does not support upserts.  Sorry. 


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Hi,

I noticed the respond from Rob is about 2 years ago, so I’m wondering if the import wizard supports the update to existing records at this point. We have a use case from our client where updating existing records is a must and trying to not use dataloader.


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  • July 9, 2024

Is this possible now?


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  • Nintex Employee
  • July 9, 2024

It’s not built into the component, but File Upload can be used to pull a CSV into a Skuid Model with a library and method outlined in this skuid-labs example.