Specify the source of the records being uploaded.

You can select one of the following:

• Phone
• Email
• Alternative
• Web
• Letter
• Employee
• Customer Referral
• Advertisement
• Trade Press
• Tradeshow
• Import

To create a new source and assign it to the records, select --New--, and then complete the following additional options:

• Source Code. Enter the code with which you want to identify the new source.
• Source Description. Enter the source name (caption) to be displayed in the Sage CRM user interface.

Adds new data to the existing data upload log file without overwriting its contents.

Completely overwrites the contents of the log file with new data.

Select this option to view and process duplicate records interactively as Sage CRM finds them during data upload.

With this option selected, when Sage CRM finds a duplicate record in your data upload file, your data upload pauses and Sage CRM displays a page that lists one or more existing records that match the duplicate.

On that page, you can do one of the following:

• Merge the duplicate record in your file with an existing record in the Sage CRM database or overwrite the existing record completely. To do so, click the name of the existing record Sage CRM displays.
  The action that Sage CRM performs (merge or overwrite) depends on the Data upload file settings you have configured.
  When you merge a duplicate company record with an existing company, Sage CRM also detects any person matches according to the deduplication rules you have configured for person records.
• Add the duplicate record as a new record to the Sage CRM database without overwriting or merging it with any of the existing records. To do so, click the Add Record Anyway button.
  Warning: Do not perform this action unless absolutely necessary, as it can lead to the creation of duplicate records in the Sage CRM database.
• Skip the duplicate record without adding any data into the Sage CRM database. To do so, click the Skip Record button.

Once you have selected one of these actions, your data upload resumes.

Select this option to automatically copy duplicate records to a separate file and process them later. This option allows you to complete data uploads faster.

With this option selected, when Sage CRM finds a duplicate record in your data upload file, it does not pause your data upload. Rather, Sage CRM copies the duplicate record to a separate file without writing the duplicate record to the Sage CRM database. The duplicate file has the same format as your original data upload file (that is, XLS, XLSX, or CSV).

You can use the created duplicate file to interactively process the duplicates later by selecting the Process Duplicates Interactively option.

When you select Process Duplicates in Batch, you can use the following additional option:

• Batch Size. Recommended for slow connections. Enter the number of lines in the data upload file you want Sage CRM to process at a time. For large data upload files, the recommended value is 70.
  

Shows how the data will look like in Sage CRM. Use this preview to verify that the mappings you have configured are correct and the data will be written to the appropriate Sage CRM fields.

The first header row in the table shows the names of Sage CRM database tables to which data will be written.

The second header row shows the names of Sage CRM fields to which data will be written.