Identify duplicates at import based on multiple fields

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

When importing data, I can choose which fields to check on for duplicates. The base functionality will flag a duplicate if any of the fields are matched e.g. Firstname OR LastName OR Phone. I would like to only flag a dupe if there is a match on all the criteria e.g. Firstname AND LastName AND Phone. Is there any way to do this, or any 3rd party products that support this? I have searched but to no avail.

Version 7.11.8

Sugar Version 6.5.25 (Build 344)

2

Hi

I don’t think there is a way to do this.

You can either

  • customize the code to do what you want

or

  • create a custom field that concatenates (with workflows - calculated fields) the three fields into one. Do the same thing on the importing data (via Excel formula, for example). Now you can use that big field to check for duplicates.
3

Hi @pgr - thanks for confirming this. I don’t have the coding skills, but the concatenated field is a relatively simple workaround that I could implement: great idea.

Much appreciated!

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