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Say I have three Unique(External ID) Fields (Email, Phone, Mobile) But in my file, I do not have values for all three fields for all the rows. But I have atleast value for any one of the field. In this scenario, I need to update the existing records from the file. To achieve this, I need to import for three times. Is there any other better way to import my file without importing the same file for 'n' times?

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If you are missing the same values in SF as you are missing in your CSV file, then you can build up a compisite key, say Email-Phone-Mobile.

You'll have to define a calc in Excel that fills in say "null" if the field is blank and do the same in SF in a calc there.

Make sure the order you define the fields in the calc is the same and that they have exactly the same output.

Ie, Excel should show test@example.com-null-6506968744 and so should Salesforce.

Then you have a match field that you can use as an external Id.

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  • Thanks for your reply. Say I have below set of records in Salesforce 1. Name - Jai, Email- test@example.com, Phone - null 2. Name - Casp, Email - null, Phone - 123 . In my file, 1. Name - Jai Ganesh, Email - test@example.com, Phone-456 2. Name - Casp, Email - test1@example.com, Phone-123 . Now to overwrite these data, I need to import it first matching by email and then import the same file again by matching phone, – Jai Ganesh May 28 '15 at 6:44

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