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    Detecting Duplicate Records During Import

    By Gail Darling • May 12th, 2015
    Audiences: End Users

    One of the great things about Sugar is the ability to easily modify it for your needs. In this article, we show you how to expand the list of fields available for duplicate checking during import.

    The Sugar Import Wizard can check for duplicates to prevent bringing in unwanted records. For example, Step 5 of the standard Import Targets wizard looks like this:

     

    But what if you want to add another field to check, for example Account Name, so you can drag it into the Fields to Check column, like this?

    UpCurve Cloud has come up with a simple customization that you can load into your On-Demand or On-Premise system through Module Loader.

    If you’d like to try your hand at adding another Target field or a field from another module altogether, we give you the code so you can see how it’s done. Now that’s customer-friendly!

    Download our Detecting Duplicate Records During Import Package
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    Gail Darling
    CRM Consultant at UpCurve Cloud