How does the “Delete and Load” option work in CDIF upload, and why is existing data sometimes replaced or retained?

Created by Rohit Sawant, Modified on Tue, 21 Apr at 8:50 PM by Rohit Sawant

  • When a CDIF file is uploaded using the “Delete and Load” option, the system is designed to remove existing records and replace them with the new data from the uploaded file.
  • However, this behavior depends on whether there are validation errors in the respective tabs:
    • If a tab has no validation errors, the system deletes the existing data for that tab and replaces it with the new data from the CDIF file. 
    • If a tab has validation errors, the system does not delete the existing data. Instead, it appends the new data, and the existing records remain unchanged for that specific tab. 
  • In addition, different contact fields behave differently during the upload:
    • Supplier Contacts are retained even if not present in the new file 
    • Supplier Emergency Contacts are replaced based on the latest upload 
    • Site Emergency Contacts are replaced based on the latest upload 
  • As a result, depending on the validation status and contact type, existing data may either be retained or replaced after the upload.

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