I have two modules which will include details for both senders and receivers. However one company can be both a sender and receiver. It is important we keep the same name for this company in both modules. We have a unique company registration number for each company to identify them. Is there a way to duplicate check an import into receiver against both the receivers and senders?
I have thought about doing this by a separate module to store one instance of each company however iām not sure exactly the most fluid way to achieve this is.
Hi Billy,
Are you storing a Company and its details in a Custom Module, or is it one that has been renamed from āAccountsā?
Are the 3 Other Modules related to A module that holds Company Data?
Currently it is a custom module. Would it be better doing this as Accounts?
I have been playing around with a few different options and wasnāt sure with the best direction to head to solve this problem. Currently these 3 modules are related to the company data module however as we often import large amounts of data this would mean importing the company name into 2 or more modules.
Hi Billy,
Duplicate checking on imports with your Company Data Module being a Custom Module would be something that is achievable, most likely through Logic hooks, but this would require customization as it is not possible out of the box.
This should however work with a renamed āAccountsā Module working as your company data Module as it does duplicate checking on Imports as Standard Functionality.
The Accounts Moduleās Import checking should work as follows:
If you try to import a record that is related to an Account that already exists, It will NOT create a duplicate Account. Likewise, If you import a record that is related to an Account that does NOT exist, it will create that Account.
This should follow the same process if you simply rename āAccountsā to whatever you would like to name your Company Data module
So if i use the example given in the attachment and i have a company in the āAccounts Moduleā
And i then import into the senders module can i duplicate check on more than the name field. For example if i wish to use the company VAT number or their charity number. Can i check that no company with that name exists and if that doesnāt work check the VAT number?
You wonāt be able to search for in-depth fields, such as a Companyās VAT Number out of the box.
This would require customization work done to add this possibility.