Update records through data import

You can update existing records in the application by using data import.

For CSV imports, existing records can be included in the file, but ensure that the file reflects the new values for the fields to be updated.

For imports from Compass Query, SPE automatically detects existing records and updates them during the import.

These rules are used by the data import to identify whether to create or update records:

Organization: If the imported record has the same organization code as an existing record in SPE, the import updates the record instead of creating a new one.
Actual Metric Values: If the imported record has the same metric or KPI, organization, and period as an existing record in SPE, the import updates the record instead of creating a new one.
Datapoints: If the imported record has the same reporting standard, version, and datapoint code as an existing record in SPE, the import updates the record instead of creating a new one.

Note: Records intended for update can be included in the same import file as records intended for creation.