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Hi Team
Just want to know can compare data before upload from existing data over the system
As we could see a lot of typing(Human) mistakes and each time a new record is created
And data over the system is of on use as no access is given
the process gets stuck as they could find relevant data
is there something by which we can change/compare data before uploading as per system data
Thank You
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Hello,
You can run the duplicate search after each import to find potential duplicates. Additionally you can select the fields under which the records will be considered as duplicates (item 4 of the guide https://academy.creatio.com/docs/user/platform_basics/business_data/exc…)
So the idea is if I import a contact with name Dean, the existing contact with the name Dean will be updated with data from file and no duplicates will be created.
Regards,
Dean
