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Resolving data conflicts when importing data from other applications

You can resolve data conflicts when you import from another application, such as QuickBooks.

When you import or bring data into Customer Manager, data conflicts can occur:

  • When customer names are the same in both places, but the data is different
Example In Customer Manager, you have a customer named John Smith. In QuickBooks, you also have a customer named John Smith, but with a different address.
John Smith John Smith
766 E. Sunrise Dr. 765 E. Sunrise Dr.
Anywhere, AZ 85700 Anywhere, AZ 85700

To resolve this type of data conflict, you must determine which address is correct.
  • When the names are similar, but it's difficult to tell if it is the same customer
Example In Customer Manager, you have a customer named Judy Jones. In Microsoft(R) Outlook(R), you have a customer named Judy A. Jones.
Judy Jones Judy A Jones
13490 E. Sunset Dr. 4612 N Main St.
Anywhere, AZ 85700 Anywhere, AZ 85700

To resolve this type of data conflict, you must determine if they are the same or different customers:
  • If they are different customers, you want to keep both records.
  • If they are the same customer, you need to determine which address is correct and whether you want to select Judy with a middle initial or Judy without a middle initial. You must then make sure that these records are merged (make the two name records into one).

Note Would you like help with resolving data conflicts? Request help (it's free!) by sending Intuit Technical Support an E-mail at http://www.quickbooks.com/callme. A Tech Support expert will contact you. In the E-mail box, let us know that you want to resolve record conflicts.


For Customer Manager V2.0 users: For more information about importing from QuickBooks, go to Importing Data from QuickBooks to Customer Manager. For information about importing from Microsoft Outlook, go to Importing Data from Microsoft Outlook to Customer Manager.

For Customer Manager V2.5 users: For more information about synchronizing Customer Manager with QuickBooks, go to Synchronizing with QuickBooks.

 

How to fix it

To resolve data conflicts:

You must first determine when you want to resolve the conflict.

  • To resolve the conflicts later, click Resolve conflicts during the next sync. Each time that you synchronize, the Resolve Name Record Conflicts window appears until you resolve all conflicts. Click Next to continue importing or synchronizing.
  • To resolve the conflicts now, follow these steps. Notice that the number of records that contain conflicts appears at the top of the window.
  1. Under Resolve By, do one of the following:
    • (Recommended) To go through each conflict to determine what the conflicts are, click Ask me to manually resolve conflicts one by one.
    • (Recommended only if you know what the conflicts are, and if the conflicts are minor and easy to resolve) To resolve all of your contacts automatically, click Automatically resolve conflicts.
  2. If you want the record's contact data from the other application (for example, QuickBooks or Outlook) to overwrite the conflicting record data in Customer Manager, select Application data will override CustomerManager data.
    Note Any data that is not in conflict will not be changed.
  3. If you want the record's contact data from Customer Manager to overwrite the conflicting record data in the other application, select Customer Manager data will override application data.
    Note Any data that is not in conflict will not be changed.
  4. Click Next. The Resolve Name Record Conflicts window appears. Notice that under Common information, data that the applications have in common appear. For example, if the customer name in Customer Manager and the name in the other application match, the customer's name appears.
  5. Under Conflicting information, please resolve, do the following:
    Select: Select this when: Example:
    Create one record The conflicting data applies to only one name. In QuickBooks, you have a customer named Joe Smith. In Customer Manager, you have a customer named Joe B. Smith. To resolve after determining that this is really the same customer, select Create one record.
    Keep both records The conflicting data applies to two names. In both QuickBooks and Customer Manager, you have a customer named John Johnson, but each application shows a different address. You determine that you have two separate customers named John Johnson. To resolve, select Keep both records.
    Note If you have two customers with the same name, Customer Manager will prompt you to change one of these names. This is because QuickBooks doesn't support two different contacts with the same name.
    Keep both records The conflicting data applies to the same name, but you want to keep all of the information. In both QuickBooks and Customer Manager, you have a customer named Jason Lee, but each application shows a different telephone number. You prefer not to remove these records because you want to keep all of the data. To resolve, you first make a note of the name. After synchronization, in one of the applications, cut and paste the information that you wanted to keep into one record. You can then delete the obsolete record.
    If you selected Create one record, you must decide what data to keep. Under Customer Manager and Application, in each row that contains conflicting data, select the data that you want to keep.
  6. Click Next.
    • If you chose to create one record, a message box appears, asking if you want to merge the records. Click OK.
    • If you chose to keep both records, a message box appears, notifying you that both records will be kept. Click OK. You have finished resolving conflicts.

    Notice that in the Import Summary window, the number of contacts that have been imported or changed during sync appear.

  7. To complete importing or synchronizing, click Finish.
  8. Check the contact data in Customer Manager.
    • If the data in Customer Manager is correct, you have finished importing.
    • If the data in Customer manager is not correct, or you're not satisfied with the results, you can undo the import or sync. To undo the import or sync, on the File menu, click Import, and then select Undo last import.

 

 

 

KB ID# SLN41923
2/24/2017 6:17:13 PM
QYPPRDQBKSWS07 9138 Pro 2017 c01b05