On what basis are the duplicate records identified during import?
While importing records, there are options to overwrite, skip and clone the duplicate records. All the duplicate records are identified based on some fields for each type of record. Following are the fields for each type of record:
Leads - Email
Contact - Email
Account - Account Name
Potentials - Potential Name
Cases - Subject
Solutions - Title
Campaigns - Campaign Name
Vendors - Vendor Name
Products - Product Name
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Merge Duplicate Records
This feature helps you to find duplicate records in bulk and merge them as one record. With this you have an option to search all duplicate records in a module based on a selected field's value. You can choose any one from the 4 fields that are ...
Find & Merge Duplicate Records
This feature gives you the option to specify criteria to find duplicate records. There are 6 fields in which you can specify the criteria in each module. The Find and Merge feature is available only in the Leads, Accounts, Contacts and Vendors ...
How to avoid duplicate records while importing?
While importing records, you can use the Skip or Overwrite option to avoid creating duplicate records. The duplicate records are identified based on a particular field for each type of record. Following are the fields for each type of record: Leads - ...
Why am I unable to import more than 1500 records?
While importing records to CRM, you cannot import more than 1500 records if: The import file is not in CSV format - To import more than 1500 records, the file should be in CSV format. You are in the Free Edition - You can import more than 1500 ...
How do I import records and assign it to other users in my organization?
You can import records and assign it to other users in your organization by using two features: Import My Organization's Records - While importing, the import file should have a column that contains the exact email address of the users to whom you ...