Step Four - Possible Duplicates Report

Note: If your import file has errors, an error screen appears first. In this case, correct the errors and begin your import again.

1. On step four of the import wizard, the Possible Duplicates Report appears.

   The report shows you potential duplicates in your import based on the duplicate key or keys you chose on step two of the import wizard. You decide how to handle each potential conflict.

   • Merge: This option merges data from your import source file into any fields that do not already contain data in the existing account. No new account is created, and fields that already contain data on the existing account are not affected.

   • Replace: This option moves all data from your import source file into the fields that you mapped on the existing account, regardless of whether or not those fields already contain data. No new account is created. Empty fields from your import source file do not replace fields with data in the existing account.

   • Create: This option creates a new account using the data in your import source file. The existing account is not changed.

   • Skip: This option skips that line on your import source file.The existing account is not changed, and the information on that line is not imported.

   • Trust: This option only applies to imports that include journal entry information. This option adds only the journal entry information. No new account is created, and the import makes no changes to the existing persona and account data. If you choose this option on an import that does not include journal entry information, it behaves like the skip option.

2. Click Next to commit the changes and begin the import.

Warning: After you commit your import file, you cannot reverse your import. Be sure that all options are correct and that you are ready to perform the import before you click Next on this screen.