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Overwriting existing data when uploading data into reports
Overwriting existing data when uploading data into reports

Overwriting Data: Best practices for uploading new information into reports

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Written by Becki Sinclair
Updated over a week ago

Before you can upload your file there is a option to toggle on or off overwriting existing values. When a record in your import matches a record that already exists in Matrak, you can turn on this option and the new value will add new records and replace the existing value by default.

Turn this option off if you want to create new records, and keep matching data as-is

Once you click 'Import' you will see a progress bar, this may take a few minutes to create, update and link your records.

Once the process is complete, the progress screen will change to let you know your data has been uploaded successfully.

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