Importing data with no duplicates

[shomettec]

I have been dabbling with Sugar 5.2 for a couple of months. I am hoping to implement it in our company to manage some leads that I receive every week in an excel spreadsheet. I can save as csv and import with no problem but here is the problem:

This sheet is building permit reports. It has rows that contain the builder info as well as the job info. When a builder has multiple permits, the builder info is repeated each time. The job address is always unique.

What I want:

1. I need to be able to import this data each week without duplicates.
2. I want the builder info to appear under accounts only once.
3. I want to be able to click on the account (builder) and see under that account each job (leads I presume until converted).

Anybody willing to help me, I will be glad to send anybody an example data set to look at. I really like Sugar but I am not a tech guru (at least not in this area). From what I have seen so far, I'm sure sugar will work for these leads.

I will be assigning and tracking these leads for about 20 salespeople and 6 locations.

Any help will be appreciated.

Cliff

[SergeiLo]

Hi Cliff,

Could you please send me a copy of your MS Excel or CSV file? Could you please elaborate on where you would like to imort this info (suppose accounts)?

Look forward to your reply.

Regards,
Sergei
sergei.l@apatar.com