Import option - Insert new & keep existing

B
Bill McMichael 👤 Member for 21 years 6 months

"Insert New" does retain the existing item (in my example FLD ENG and all if its attributes). In other words, the item is not updated. And it also inserts a new item (FLD ENG-1).

Saying it will create duplicate for items with the same name is another way to say this.



I think it most cases you will want to keep the default options ("update existing" for project data and "keep existing" for global data).

R
Rajeev Nelliyodan 👤 Member for 24 years 3 months

Does that mean that the info in the help is wrong,bill you are saying that the "Insert New" will create duplicates for existing,while the help states retains existing and insert new ???



thanks,



Rajeev

B
Bill McMichael 👤 Member for 21 years 6 months

With "Keep existing", the existing item’s information is retained if it exists in the database. With "Insert New", a new item is always added to the database regardless if there is a match on the name. If there is not a match it will always add the item for both options.



For example, let’s say your database has a resource named "FLD ENG" with price of $10.



And the XER file also has resource named "FLD ENG" with price of $20.



If you "Keep Existing" for Resources when you import the XER, "FLD ENG" will keep its price of $10 in the database. When there is a conflict, the database wins.



If you chose "Insert New" for Resources, it would add a new resource called "FLD ENG-1" with price of $20 and you would still have "FLD ENG" with price of $10.



Hope this helps.

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