Anyone know how to add "website" field as an option to check for duplicates upon Leads Import?
Anyone know how to add "website" field as an option to check for duplicates upon Leads Import?
You can check for duplicates upon leads import for:
account name: - a company name can be spelled many differenct ways in different data sources (Limited)
last name, first name: - only can be used if you have the information
last name, status, first name: - what??
opportunity Id:
account Id:
Assigned User - listed twice
contact id:
email adderss:
other email:
What about website?
When importing data all of the above indexes can vary so much that they can be rather useless. However, a company's website is more than not the same. They can also be easily cleaned to just the www.domain.com prior to import as well.
If we could check for duplicates based on Website then that would save so much work from having the sales rep check each record in Duplicate Merge.
Go to admin->studio->leads->fields->website and change Duplicate Merge to a value that is more preferable to your situation.
That changes whether or not the field appears in the Merge Duplicates feature. I'm needing "websites" added to the list of indexes used to check for duplicates upon initial import.
I don't want the duplicate data to be added to the database and then have to remove or merge data. That is a big unnecessary step.
If I import 1,000 records and 200 are duplicates based on website then I want those to be rejected as the import currently does for the list I mentioned above.
I would ask this question in the Help section but there are more 0 replies there than anywhere else.
Como on Clint, Matthew, Jnassi, Sadek. This is a simple question.
How do you add the website field to the list of Indexes to chose from upon importing Leads to keep from importing leads with duplicate websites?
Here is the answer to my own question:
I made the following "Aha Moment" edit:
modules/Leads/vardef.php
Starting with line: 487
added:
array('name' =>'idx_lead_website', 'type'=>'index', 'fields'=>array('website','deleted')),
Admin > Quick Repair , execute the change
Works like a charm for now. Tested an import and it removed any lead where the website was a duplicate. I haven't run into any effors due to this edit. Will post if this direct edit causes any problems.
Thanks me!
There are currently 1 users browsing this thread. (0 members and 1 guests)
Bookmarks