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Actions21

Record → Upsert Record

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Overview

This node operation allows users to upsert (update or insert) a record in a specified table within a SmartSuite solution. It is useful when you want to ensure a record exists with certain data, updating it if it matches an existing record or creating a new one if no match is found. For example, it can be used to synchronize data from an external source into SmartSuite, updating existing entries or adding new ones automatically.

Use Case Examples

  1. Upsert a customer record in a CRM table based on email address matching.
  2. Update inventory records or add new items in a product catalog table.

Properties

Name Meaning
Solution Select the SmartSuite solution where the record resides.
Table Select the table within the chosen solution where the record will be upserted.
Matching Field Field used to find an existing record to update during the upsert operation.
Condition Comparison operator used to match the record based on the matching field.
Match Value Value to match against the matching field to find the record to update.
Fields to Upsert Fields and their values to set or update in the record during the upsert operation.

Output

JSON

  • id - The unique identifier of the upserted record.
  • fields - The fields and their values of the upserted record.

Dependencies

  • SmartSuite API with an API key credential

Troubleshooting

  • If the 'contains' filter matches multiple records, only the first match will be updated, which may lead to unexpected results. Ensure the matching field and condition uniquely identify a record.
  • Errors related to authentication indicate issues with the API key or credentials; verify and update them as needed.
  • If the specified solution or table IDs are incorrect or inaccessible, the operation will fail; confirm the IDs and permissions.

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