Update/Insert Block

Use Update/Insert blocks to Update or Insert (Create) a record in a single step. Update/Insert uses the following logic:

If, using the specified match criteria, a matching record is found, information from the Source record is used to update the matching record in the Target datastore. See Block Properties Matching Criteria Tab.
If a record is not found, then a new record is inserted.

When configuring an Update/Insert block you must:

Select the entity to update.
Configure match criteria.
Map the fields to update or insert.

Consider using the Upsert Block if it is available. Upsert operations provide improved performance and support batch processing, which reduces API calls.

Block Properties — General Tab

From the Block Properties General Tab, you can change the Block Label, add a description, and select the entity to use for this operation.

Block Properties — Matching Criteria Tab

Use the Block Properties Matching Criteria Tab to specify one or more fields in your source and target data to use for selecting the records to update in the entity specified in this Block.

Block Properties — Fields Tab

From the Block Properties Fields Tab, you can:

Create links between source and target data fields, including fields from the relationships that you specified in the Query Block or Fetch Block:
- Source fields from parent entities are available in all blocks.
- Source fields from child entities are only available within a For Each Child Block for that child relationship.
Use the SmartMapper service to help you link selected source and target fields. You may need to clear some fields linked by SmartMapper, such as any modifiedon or createdon datetime fields. See SmartMapper.
Create simple or complex formulas to transform source data. See Formula Editor Overview.
View detailed information about any field in your source or target using the Info icon .

When using the Fields tab, you can:

Use column filters to find specific data in the source or target pane as described in Using The UI Filters.
Select any column head to sort all fields in the pane by that column.

For detailed information about using the Fields tab, see Block Properties Fields Tab.

Note: When you first open the Fields tab, the

icon displays and the Errors/ Warnings tab indicates that there are Errors and Warnings. This is expected behavior. Errors and Warnings display for the General and Fields tabs until all required data has been entered and the Validate button has been selected. See Block And Flow Errors And Warnings.

Block Properties — Error Handling Tab

Use the Error Handling options to enable or disable processing this record when a Block operation encounters a problem. For the Update/Insert block, errors can be logged when an operation fails.

See Block Properties Error Handling Tab for additional information.

Block Properties — Errors And Warnings Tab

If there are any errors or warnings for this block, the Errors and Warnings tab displays the number of errors or warnings in the tab name. See Block And Flow Errors And Warnings.