Import - verify entry against custom field

[godam]

I'm trying to import accounts and verify duplicate entries against custom field (unique VAT number). Any idea how to do this? Thx!

[salesagility]

When you define the custom field you need to define it as importable and duplicate merge enabled

[godam]

Thanks, but I meant something little bit different - please find attached screenshot showing the intantion. Any idea welcomed.

[Angel]

You need to define an index for that field so that you can pick it as a duplicate checking field.

There was a post from Clint on this topic a very long time ago. Unfortunately I don't have the link to the thread handy, but see if you can dig it up via the Search feature on the Forums.

If not, you'll have to look into the mechanics behind getting an index key to show up on that screen.

[Geno]

Here is the post by Clint on this subject. Just found it and figured I would post it here.

http://www.sugarcrm.com/forums/showt...uplicate+clint

Thanks,
Geno

[Angel]

Awesome Geno! Thanks for posting it.

[godam]

Perfect job, guys! Thank you. Works perfectly.