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Companion Products Ideas Portal
Status Planned
Workspace Integration Pro
Created by Guest
Created on Sep 25, 2026

Update-Only Import Mode

Summary:
Add an update-only import mode that updates records only when a matching record already exists in the destination. Any input rows without a match should be skipped and logged rather than creating new records.

Problem Statement:
Material Import currently creates new material assignments when an input row does not match an existing record on the proposal. Customers who need to maintain existing proposal data cannot safely use imports for updates, because unmatched rows may introduce unwanted Material Cost, Material Distribution, or Associated Cost records.

Proposed Solution:
Provide an update-only import option for Integration Pro.
When enabled, the import should update only existing destination records that match the input row.
For Material Import, this applies to Material Cost, Material Distribution, and Associated Cost records on a proposal.
Skip any unmatched input rows without creating new records.
Generate an import log that clearly identifies skipped rows and the reason no matching destination record was found.

Benefits:
Prevents unwanted material assignments from being created during update imports.
Protects proposal data integrity by limiting imports to intended updates.
Gives users clear visibility into records that require manual review or correction.
Enables safer, more efficient bulk updates for existing material-related records.

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