Step 4: Configure deduplication

In this step, you need to configure deduplication rules to avoid the creation of duplicate records in Sage CRM during data upload. You can configure deduplication rules only if advanced deduplication is enabled in the Sage CRM system behavior settings. When advanced deduplication is disabled, the Data Upload feature performs a simple deduplication.

We recommend that you upload data with advanced deduplication enabled. In this case, you have better control over the data that is written to the Sage CRM database. For more information, see Enabling deduplication.

For each data upload file column, you can configure only one deduplication rule. You can configure deduplication rules for columns containing multivalued cells in the same way as for columns containing single-valued cells.

With advanced deduplication enabled, you must configure the following minimum deduplication rules:

Entity

Deduplication rules must be configured for

Lead
  • Lead company name
  • Person's last name

Company
  • Company name
  • At least one person field

Person
  • At least one person field

To add a deduplication rule

  1. In the Data File Column, click the name of the column for which you want to add a deduplication rule.
  2. From Dedupe Rule, select the value you want to use.
    For more information, see Mapping and deduplication settings.
  3. Click Save.

Repeat these steps for each column for which you want to add deduplication rules.

We recommend that you configure deduplication rules as follows:

Lead
Set the Exact Match deduplication rule on company name, person's last name, and person's first name.

Company
Set the Exact Match deduplication rule on company name, company address, person's last name, and person's first name.

Person
Set the Exact Match deduplication rule on first name and last name.