Product: Omatic Cloud

Description: This solution describes how to update destination records with new data

Environment: All

Versions: All


When data differences are detected, you will see a window that displays those differences after matching to the destination record.

Select the fields with the data values you would like to keep.  

By default, Omatic Cloud assumes you want to send the data values from the source (middle column).  If you want to keep the field values that are already in the destination, you should select those instead (right column).  

Tip: If you need more context, you can click on the VIEW link at the top of the column to open the record directly in that application. If you do not see a VIEW link, it means that feature is not available on that data source.

In the example image below, we are uploading a data file as our source, and sending updates to Salesforce as the destination.  We want to keep his personal email address on the Salesforce record, so we've selected to keep the destination Email value.  We also want to update his name to be the full name instead of nickname, so we've selected the source First Name value: