Custom Duplicate Check
Find duplicates? More like find and destroy duplicates! Upsert® Deduplicate takes Sugar's familiar merge screen and duplicate-check mechanism to the next level by letting you create advanced detection queries, have them process in the background, and then auto-merge the duplicates it finds for you.
Match on email domain, zip code, sounds-like names, and more! For each module, you decide how specific you want matching to be and whether you want automation or not. Users can even show potential duplicates in a Record View dashlet so they can dismiss or react to merge suggestions on the fly.
Create unlimited match conditions for all of your stock and custom modules - as restrictive or permissive as you want them.
Add a duplicate-check rule on URL and email address fields that matches based on domain names.
Achieve your clean-data goals using a Soundex algorithm, which checks names by how they're pronounced instead of how they're spelled. Use precision where it matters; fall back on approximation where it might not.
Optional Auto Merge
For any Deduplicate-enabled module, turn on Auto Merge and let your match rules do the work. Users can trigger Auto Merge from a potential duplicate match, or you can set Auto Merge to run silently in the background.
Smart Conflict Resolution
To handle merge conflicts, set up intelligent merge strategies at the field level, ensuring the best data gets carried over to the merged record.
Dashlets and Reports
Audit the merge history of a record, monitor overall cleanup efforts, or just check in to see how well your rules are working. Learn how many matches were ignored and how many were merged. You can even access a snapshot of the pre-merge values of any merged record.
We've developed Upsert® Deduplicate with your CRM's data security in mind. If duplicates are distributed among different teams, we'll flag the existence of a duplicate record without revealing sensitive information to restricted users.
Overly permissive rules could lead to inadvertent merges, but we've included an emergency brake that detects potential problems before they happen. Define a maximum-match threshold and Upsert® Deduplicate will prevent your rule from processing if that limit is met.
Upsert® Deduplicate is compatible with:
- Sugar Sell, Serve, and Enterprise products
- Versions 11.0 and higher
- Hosted in SugarCloud or on-site
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