CREATE PRODUCT - STEP 4 Checking for Possible Duplicates

đź’¬ General Discussion
1

We are trying to update some product files and need to check for duplicates. The page is not showing any of our mapped fields and we cannot proceed with the refresh of the product data with updated pricing. Can you assist? Is there a configuration we have to set?

We are up with this version:
Version 7.10.7
Sugar Version 6.5.25 (Build 344)

Really appreciate any help you could provide

2

Do you mean that…

  • you are doing an Import of Products which already exist in your database

  • you need to use some custom fields to update their values, or you need them to check the duplicates?

Does your import file include those custom fields? How did you name them?

Check products_cstm in your database for field names.

3

  • you are doing an Import of Products which already exist in your database - YES (MOST OF THE PRODUCTS IN NEW SHEET EXIST, SOME ARE NEW)

  • you need to use some custom fields to update their values, or you need them to check the duplicates? - CHECK FOR DUPLICATES USING PART NUMBER, AND THEN UPDATE ALL PRODUCT CELLS

Does your import file include those custom fields? How did you name them? WE DON’T REALLY HAVE ANY CUSTOM FIELDS

Check products_cstm in your database for field names.

4

When you said “mapped fields” I interpreted wrongly that you had custom fields. Readinh your initial post better, I realise you’re probably just having a problem with decoding the delimiters on the CSV correctly.

In the step “2” of the Import wizard, click the button “View Import File Properties” and make sure your selections match what is in the file.

Sometimes it helps to make an export first from Products module, to see how the data looks in that file so you can comply when you make your own file.

1 Like
5

You have to add in the database the index of each of the required fields to be checked.

Personally I have managed to get it working.

I found two methods (both worked for me),

Read the following articles:

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.9/Data_Framework/Vardefs/Working_With_Indexes/#Creating_Indexes_for_Import_Duplicate_Checking

http://techs.studyhorror.com/sugarcrm-custom-field-duplicate-checking-import-i-102

(in this article you should click on the three tabs above each of the images that describe what to do)

6

thank you very much, we will investigate with your tips!!!