Stopping Duplicate Import Entrys

[Deland01]

I'm having a few problems with my import settings, for some strange reason it's not picking up duplicate entrys when I import leads with the same Account name.

I have selected to pick up on all the avalialbe duplicate entry fields by adding them into the left hand box.

Any suggestions?

One thuing that might be worth mentioning is I have re-named the Account Name label to Company name through Studio.


.

[Angel]

I don't think the label change makes a difference, however, if you take a look at the index keys for the Accounts table, you'll notice that none of them reference the Name column (at least on my install).

Seems a bit unusual to me, but that's another story.

Hopefully someone else that knows for sure will chime in, but I think the import dupe checking requires the comparison column to be indexed.

[Deland01]

Still having problems importing leads. Sugar isnt picking up any duplicate entrys.

I have found a few different leads with similar company names which are for the same company

My question is does sugar only pick up exact match of an account name, or will it do a best fit.

So as an example if I had a company called Arko & I try to import a company called Arko Ltd or Arko Limited. Should pick up the duplicate?

Also whats the difference in an Account Name & An Account ID?


I tried adding a collumn to my import csv file called Account ID & adding the company name to this but it still didnt pick up the duplicates?

[Deland01]

Ok so I did some testing and here are my disappointing findings.

I set up a fresh install if sugar 4.5.0h on a development site.
I created a Lead in Sugar with an Account name & a Last Name only
I then set up a few different csv files to import as a test.



My results were:
After importing the csv files, sugar only spots duplicate records if at least one of the fields contain the exact same information. I was under the impression if you had x2 companies with similar names

e.g. Tower Ltd & Tower Limited or Tower Ltd & Tower L


Sugar would pull these up as duplicates. This appears NOT to be the case. I also noticed you need to create another column on your CSV file called Account ID for each record & copy the contents of the Account Name into here. When you add the look for "Duplicate Index" options at the bottom of your import there isn’t an entry for Account Name, only Account ID. So if you want to look for duplicates on the company name fields ONLY, you will need to add the Account ID column on your CSV import and just add the “Account ID, Deleted” duplicate index.

Hope this helps

[pblag]

S
Also whats the difference in an Account Name & An Account ID?


I tried adding a collumn to my import csv file called Account ID & adding the company name to this but it still didnt pick up the duplicates?

account id - 9e1ce695-1b9b-998a-ddb7-465a73c8c505

account_name - ' Test Account'

[Deland01]

Cheers for that,

Please excuse my lack of knowledge but would 'Test Account' always equal the same sql ID, or would you get another one each time you imported it?



Does SQL work things out on a random algorithm or is it a logical one where a certain word would always equate to the same key value?

[Angel]

The ID is a unique time based value generated by a PHP function that is called by Sugar everytime a record is inserted into one of its tables.

The name of the account or contact (or case, etc.) has no bearing on the ID.

As for the matching. It does have to be exact, as it does not have a soundex engine.

[andydreisch]

Correct, exact matches are used.

I'd advise you to create a Feature Request to push for this change.

Andy