Search for duplicates during import?

đź’¬ General Discussion
1

Hello,

How does the search for duplicates work when importing? I have imported the same contacts 3 times to try to detect duplicates, but they are not detected.

Thank you for your help.

2

Hey there

Are you still having issues with this?


I believe, when importing, you can set the fields to check for duplicates on in Step 4:

image
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The fields dragged into the left column, “Fields to Check”, should be compared against existing records to check for Duplicates:

image
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Is this the area that you are having issues with?


If you’re still having issues, would you be able to give steps to replicate, or environment information?

Any info to help replicate the issue would be greatly appreciated!

3

Good morning,

thank you for your answer.
With what you have explained to me it works, thank you.

But I wanted to know if it was possible to add fields to check in the list?

Thank you for your help.

4

Hey there

I’ve been having a look into this

I couldn’t find a way, so far, to do this via the CRM

It looks like the fields are selected from the fields that are Indexed in the Database


ie, for Contacts you can select from Assigned User / Email / Firstname / Surname / Assigned ID
Where these are indexed in the Database:

image


So, to add any fields to this, I believe you’d have to add a new index for this field

This can be done via code

A quick guide for this can be found here:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Data_Framework/Vardefs/Specifying_Custom_Indexes_for_Import_Duplicate_Checking/index.html

Let us know if you have any questions!