{"id":10917,"date":"2015-09-05T05:24:29","date_gmt":"2015-09-05T05:24:29","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10917"},"modified":"2015-09-05T05:24:29","modified_gmt":"2015-09-05T05:24:29","slug":"data-upload-using-deduplication-part-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/09\/05\/data-upload-using-deduplication-part-2\/","title":{"rendered":"Data Upload using Deduplication \u2013 Part 2"},"content":{"rendered":"

As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. It has also facilitated to manage or avoid duplicate data with the help of Deduplication feature. But have you ever wished to get a combination of these two features within same job???<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Calling Javascript function from Workflow progress screen<\/a><\/span><\/span><\/p>\n

Yes, you heard it right!! Below article will explain you, how you can manage to detect duplicate records at the time of data upload in CRM. First make sure that Deduplication is set to yes<\/strong> in the system. The same can be achieved by following the steps below:<\/p>\n

1. Administration| System | System Behaviour<\/strong>
\n2. Click on the Change<\/strong> Button
\n3. Set the Deduplication field to \u2018Yes<\/strong>\u2019
\n4. Click on Save<\/strong> Button<\/p>\n

Navigate through the Data upload option within the system as mentioned below:
\n1. Administration | Data Management | Data upload<\/strong>
\n2. Select the Company<\/strong> option and Click Continue<\/strong> and Click on New<\/strong>.
\n3. In Data File<\/strong> Field, browse the sheet.
\n4. Enter the Details and Click \u201cSave<\/strong>\u201d.
\n5. Map the Data File Columns<\/strong>
\n6. Set Dedupe Rule \u201cContains<\/strong>\u201d to \u201cCompany Name<\/strong>\u201d and Click \u201cSave<\/strong>\u201d.
\n\"img1\"<\/a>
\n7. Click Save<\/strong>.
\n\"img2\"<\/a>
\n8. Click on \u201cDo Upload<\/strong>\u201d.
\n\"img3\"<\/a>
\nAfter doing this, if any Company with same name exists, then a Message will arrive as \u201cDuplicate Detected\u2026<\/strong>\u201d
\n\"img4\"<\/a>
\nIn this way, we can easily detect the duplicate data at the time of data import.
\nAlso Read:<\/em><\/strong><\/span>
\n1.<\/strong> Data Upload using Deduplication<\/a>
\n2.<\/strong> Deduplication of SageCRM Opportunity<\/a>
\n3.<\/strong> Lead De-duplication nice to have feature in Sage CRM 7.3<\/a>
\n4.<\/strong> Consequences of De- Duplication<\/a>
\n5.<\/strong> Change Default dedupe behaviour<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. It has also facilitated to manage or avoid duplicate data with the help of Deduplication feature. But have you ever wished to get a combination of these two features within same job??? New\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[71,73,101,107,108,152,184,390,1,413],"tags":[916,920,934,935,958],"class_list":["post-10917","post","type-post","status-publish","format-standard","hentry","category-company","category-configuration","category-data-upload","category-de-duplication","category-de-duplication-sage-crm","category-feature","category-import-sage-crm","category-system","category-uncategorized","category-upload","tag-data-upload","tag-data-upload-with-deduplication","tag-dedupe","tag-deduplication","tag-detect-duplicate-company-records"],"yoast_head":"\nData Upload using Deduplication \u2013 Part 2 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/09\/05\/data-upload-using-deduplication-part-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Data Upload using Deduplication \u2013 Part 2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. 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