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Importing to Sales Orders - additional Duplicate Checking

Updated: 11 February 2019 16:59:24 OpenCRM::Orders::Sales Orders OpenCRM::Data Import-Export

Please refer to this FAQ for our main guide on how to import Sales Orders into OpenCRM: https://www.opencrm.co.uk/support/knowledgebase.html?kb=1399812&name=How-can-I-import-Invoices-and-Sales-Orders.html

There is some enhanced duplicate checking for Companies, and we have also added the possibility to check for duplicate Contacts.

Company Duplicate Checking

A duplicate check will run, checking Company Name and Billing Postcode. Where there is an exact match, it will know to link the Order to the existing Company, otherwise it will create a new Company record.

Contact Duplicate Checking

Here Contact First Name, Contact Last Name and Company Name are the fields used to check for existing records. If a match is found, the new Sales Order will be linked to the existing Contact. Otherwise it will link the Order to a brand new Contact record, with the information populated as submitted via the Import (First Name, Last Name, Company, Phone Number, Email Address).

Linked Products

If the setting to "Link Products to Sales Order to Company Automatically" is selected (in Additional Settings), then any Products included on the Sales Order will also be linked directly to the Company record via the sub-tabs.

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