{"id":4299,"date":"2013-07-20T10:27:11","date_gmt":"2013-07-20T10:27:11","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4299"},"modified":"2013-07-20T10:27:11","modified_gmt":"2013-07-20T10:27:11","slug":"data-upload-using-deduplication","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/","title":{"rendered":"Data Upload using Deduplication"},"content":{"rendered":"

Uploading data of multiple contacts against a single customer seems to be a complex stuff but Sage CRM has simplified this task by providing the feature of deduplication to be used along with data upload. In this blog I will explain how we can upload data from excel sheet to CRM in order to store data of multiple contacts against single customer.
\nFirst of all you need to make separate excel sheets depending on the number of contact person data you want to add against the customer. Let us assume there are three contacts against a single customer then you would have to make three different sheets, first one containing all the details of the customer along with first contact person. Second and third sheet containing details of second and third contact person respectively along with one unique attribute of customer say \u2018Customer Id\u2019.
\nLet us now see how we can perform data upload in CRM.
\nFirst make sure that Deduplication is set to yes in the system. The same can be achieved by following the steps below:
\n1.Administration<\/b>| System<\/b> | System\u00a0 Behavior<\/b>
\n2.Click on the Change<\/b> Button
\n3.Set the Deduplication<\/b> field to \u2018Yes\u2019<\/b>
\n4.Click on Save<\/b> Button<\/p>\n

\"1\"<\/a><\/p>\n

Navigate through the Data upload option within the system as mentioned below:
\n1.Administration<\/b> | Data Management<\/b> | Data upload<\/b>
\n2.Select the Company<\/b> option and Click Continue<\/b>
\n3.Click on New
\nStep 1: Data Upload
\n1.In the Data File field, browse the first sheet of the Customer
\n2.Add the appropriate description
\n3.Click on Save button<\/p>\n

\"2\"<\/a><\/p>\n

Step 2: Data Upload
\n1.Map the data file columns to the field name of the excel sheet and set the appropriate dedupe rule.
\n2.Click on Preview Data Upload.<\/p>\n

\"3\"<\/a><\/p>\n

Step 3: Data Upload
\nHere you will get a preview of the mapped fields, check with the mappings done if correct then click on Do Upload button.
\nStep 4: Data Upload
\nHere you will be able to view the progress of data upload.<\/p>\n

\"4\"<\/a><\/p>\n

After the data upload of first sheet is done, for the second and third contact person\u2019s data upload you need to select the Description set during first contact person in \u2018Select from Existing Mappings\u2019 field in Step 1 of data upload.<\/p>\n","protected":false},"excerpt":{"rendered":"

Uploading data of multiple contacts against a single customer seems to be a complex stuff but Sage CRM has simplified this task by providing the feature of deduplication to be used along with data upload. In this blog I will explain how we can upload data from excel sheet to CRM in order to store\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[71,101,252,285,332,357,1],"tags":[],"class_list":["post-4299","post","type-post","status-publish","format-standard","hentry","category-company","category-data-upload","category-multiple-contacts","category-person","category-sage-crm","category-selection","category-uncategorized"],"yoast_head":"\nData Upload using Deduplication - 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\/2013\/07\/20\/data-upload-using-deduplication\/\" \/>\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 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Uploading data of multiple contacts against a single customer seems to be a complex stuff but Sage CRM has simplified this task by providing the feature of deduplication to be used along with data upload. In this blog I will explain how we can upload data from excel sheet to CRM in order to store\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-07-20T10:27:11+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/11.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/\",\"name\":\"Data Upload using Deduplication - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/11.jpg\",\"datePublished\":\"2013-07-20T10:27:11+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/11.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/11.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/data-upload-using-deduplication\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Data Upload using Deduplication\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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