Updating GoldMine Fields with Web Import Data

If a contact already in your database fills out a Web form, set the Web Import to update specified Contact1 and Contact2 fields instead of creating duplicate records. Also enable Web Import to update e-mail addresses and append Notes.

With these settings, GoldMine updates only the specified fields and discards changes to fields not included in the list.

The e-mail address is added only if it differs from the existing addresses. It is added as the new primary address and the others save as alternative addresses.

Important Information About WebImport Overrides

IMPORTANT: Accepting changes from a Web Import can cause data integrity problems.

It is recommended that you follow these additional security precautions when enabling Web Import overrides:

■ Do not accept Web Import e-mails from an unknown e-mail address.

■ Limit access to the Web Import e-mail account to one user, the GoldMine administrator with Master Rights.

■ Protect your Web Import files with a password and monitor the Web Import passwords regularly for changes.

TIP: It is recommended that you back up GoldMine data daily when performing daily Web Imports.

Enabling Field Updates with Web Importing

Using a text editor, such as Windows Notepad, open the GM.ini

A file located in the GoldMine directory containing commands for general GoldMine operation. The most important are the SysDir, GoldDir, and CommonDir..

Add this section and lines:

[WebImportOverwrite]

IAgree=I Want To Allow Fields To Be Updated By WebImport

Fields=<list the contact1 and contact2 fields that can be updated, separated by a comma>

Example: Fields=Key1,Fax,UData

Select File > Save and close the text editor.

NOTE: The Accountno or Recid fields can never be overwritten using the GoldMine Web Import.