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We would like to download asset lists for several of our clients and add and/or replace some of the information for those assets and then upload back into CommitCRM.
As long as we have the Record ID to identify that asset, is it then possible to add/replace information without duplication? Thanks, Kendra L. Eiermann SBTC |
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Thank you for posting this.
Yes, you should be able to update those assets based on their Record ID using the export and import Assets tool. You can read the full instructions in this thread. Hope this helps. |