Configuration: List Import
Use the List Import Settings page, which is accessible through the
page, to define settings that determine how list records are saved into CRMS.Features and Fields
Allow updates
This control offers two options: existing customer records either will or will not be updated when importing a list. Will not is the default setting.
This control only applies to existing customers.
Reward strongly advices that you leave this option set to "WILL NOT" at all times. Contact client services before changing this setting, or to resolve any related questions.
Import and create new record as:
This control offers two options for importing new customers:
To navigate to the page, click Configuration Management section, click List Import. The List Import Settings page opens. Each setting uses a drop-down menu as the control.
. Then, in the1. Do not change the Allow Updates default setting unless you have been directed to do so by Reward Client Services.
2. To reset the Import and create new record as setting, select the correct value from the drop-down menu.
3. To reset the Email Opt-in setting, select the correct value from the drop-down menu.