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Thread: How do I merge duplicate records on import

  1. #1
    tlawson is offline Junior Member
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    Nov 2010
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    Default How do I merge duplicate records on import

    The problem is this:

    They receive inbound calls and are manually entering these leads into SugarCRM. Later that week they get a CSV file from the lead source. This file has all the leads generated that week. Many of these leads have already been put into SugarCRM because they called in earlier that week. The problem is that when I import the CSV file, I get duplicates. I can import with the de-dupe functionality but then the record doesn't get updated with the new information that comes in with the CSV file.

    What I need is this:
    When I import the leads, it should identify the duplicate leads and update the lead record with any new fields available in the CSV file.

    I can't find this basic functionality in SugarCRM. Am I missing something? Or is there some add-on tool to update existing records on an import?

  2. #2
    jennyturney is offline Junior Member
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    Jun 2011
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    Default Re: How do I merge duplicate records on import

    Bump - I need this same functionality. When I import a csv I want to update records if they exist instead of adding duplicate records. If it makes a difference, I am importing data to a custom module.

  3. #3
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How do I merge duplicate records on import

    Import feature on SugarCRM update records rather than duplicate if you specify the record id in csv file. This will tell SugarCRM to try to retrieve the record from database and, if successfully, update it instead.
    If you don't have the record id and if you don't know which records are duplicated so you will need to create a logic_hook before_save to look for these duplicated records and process updating.

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    André Lopes
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