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How to import contacts from an excel table without duplicating existing contacts

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Nickel Super Contributor
Posts: 345
Country: USA
Accepted Solution

How to import contacts from an excel table without duplicating existing contacts

How to import contacts from an excel table without duplicating existing contacts

 

The second excel table I am going to use has the company field, in the first excel table was not  the company - then I just want to complement the Company field, but when I take as reference FIRST NAME - LAST - AND TELEPHONE To do not make duplicate contacts ... it duplicates them anyway

 

Thanks

Juan Carlos Otero
juancarlostero@icloud.com

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Solution
Accepted by topic author juancarlosoterogarcia
‎10-16-2017 08:31 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to import contacts from an excel table without duplicating existing contacts

Try combining the First/Last name fields in Excel and using "Contact" ... Better than First/Last.
Also, with the Merge Option, change the Do Not Match to do not add.

In the demo, can you try it with just one match field (Contact) ... Leave out Phone and Addr1

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Employee
Posts: 116
Country: USA

Re: How to import contacts from an excel table without duplicating existing contacts

Hi,

 

38088 How do I change duplicate checking settings during an import in Act!?

http://kb.act.com/app/answers/detail/a_id/38088/kw/duplicate%20checking

 

27001 How to set Duplicate Checking preferences in Act!

http://kb.act.com/app/answers/detail/a_id/27001/kw/duplicate%20checking

 

 

I think these are good starting articles...

-Carl

 

 

 

Nickel Super Contributor
Posts: 345
Country: USA

Re: How to import contacts from an excel table without duplicating existing contacts

[ Edited ]

I really do not know, but it does not work...  does not detect that the contacts already exist


I uploaded a video to youtube, could someone tell me if I'm doing something wrong?

 

https://youtu.be/501CFra97I4   

 

  first import from the minute 4:18 - before that  is the database backup and the new field creation

 

 

I did not make the third attempt because I could not with the second.

 

For now I will supplement the excel file and I will replace the old database with the new one, but that is not the idea

Juan Carlos Otero
juancarlostero@icloud.com
Solution
Accepted by topic author juancarlosoterogarcia
‎10-16-2017 08:31 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How to import contacts from an excel table without duplicating existing contacts

Try combining the First/Last name fields in Excel and using "Contact" ... Better than First/Last.
Also, with the Merge Option, change the Do Not Match to do not add.

In the demo, can you try it with just one match field (Contact) ... Leave out Phone and Addr1