{"id":2411,"date":"2021-12-13T10:25:32","date_gmt":"2021-12-13T10:25:32","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/adding-contacts-to-the-crm\/"},"modified":"2022-07-11T12:00:44","modified_gmt":"2022-07-11T12:00:44","slug":"adding-contacts-to-the-crm","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/crm\/learn\/adding-contacts\/","title":{"rendered":"CRM Rules for Contact Addition"},"content":{"rendered":"
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Contacts can be added to the MainBrainer CRM in the following four ways:<\/p>\n

    \n
  1. Contact Import via a CSV file<\/a><\/li>\n
  2. Via signup forms<\/a><\/li>\n
  3. Manual contact creation<\/a><\/li>\n
  4. Via The MainBrainer Public APIs<\/a><\/li>\n<\/ol>\n

    If the contact being added already exists in the CRM, the existing contact is updated with the incoming details. In an update, any contact fields omitted from the update request will remain as they were. If no such contact exists, a new contact is created with the incoming details.<\/p>\n

    Depending on which of the above methods is used to create the contacts, the criteria to identify preexisting contacts may differ. Here\u2019s how:<\/strong><\/p>\n

    <\/div>\n

    1. Importing contacts via a CSV file<\/h2>\n

    When importing contacts via a CSV file<\/a>, you will be prompted to identify a primary key and a secondary key for the import process. The purpose of these keys is to define the rules for identifying duplicate records that might exist in the CRM.<\/p>\n

    Let\u2019s say that you define the mobile numbers as the primary key and Email addresses as your secondary key at the time of import. Here\u2019s how it will work:<\/p>\n

    Step 1<\/h3>\n

    The primary key values of the incoming CSV file (mobile numbers in this example) will be compared against those already in the CRM. In case the incoming mobile number already exists in the CRM, the contact is updated with the incoming details.<\/p>\n

    Step 2<\/h3>\n

    For all those primary key values (mobile numbers in this example) for which no records are found in the CRM, we check the CRM for their corresponding secondary key values (Email address in the above example). In case the Email address exists in the CRM, the contact is updated with the incoming details. In case it doesn\u2019t, a new contact is created.<\/p>\n

    Notes<\/strong>:<\/p>\n