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Thread: Import - verify entry against custom field

  1. #1
    godam is offline Member
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    Default Import - verify entry against custom field

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

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Import - verify entry against custom field

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

  3. #3
    godam is offline Member
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    Default Re: Import - verify entry against custom field

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

  4. #4
    Angel's Avatar
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    Default Re: Import - verify entry against custom field

    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.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
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  5. #5
    Geno is offline Sugar Team Member
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    Default Re: Import - verify entry against custom field

    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

  6. #6
    Angel's Avatar
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    Default Re: Import - verify entry against custom field

    Awesome Geno! Thanks for posting it.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  7. #7
    godam is offline Member
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    Default Re: Import - verify entry against custom field

    Perfect job, guys! Thank you. Works perfectly.

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