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Importing From Excel Creating Duplicates

New Member
Posts: 1
Country: USA

Importing From Excel Creating Duplicates

Hi,

I am using Sage Act 2012 Premium, I have excel sheets with 100's of contacts with addresses. First time i imported the excel file of 1000 contacts. After i edited few fields (Like phone, fax) in excel sheet again i imported but duplicate contacts are created.

 

Silver Contributor
Posts: 1,813
Country: USA

Re: Importing From Excel Creating Duplicates

It would be important to set duplicate checking preferences prior to your imports. Here is an article thtat goes over some best practices.

http://kb.sagesoftwareonline.com/app/answers/detail/a_id/27001/~/how-to-set-duplicate-checking-prefe...!

 

For a more "surgical" import, you may consider an import add on like oak merge.

 

 

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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing From Excel Creating Duplicates

Also note that if you made changes to ACT! fields, importing from Excel and merging them will overwrite the changes