Custom Deduplication at Your Finger Tips
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.
The add-on detects duplicates when you save a record based on the custom rules that you defined. You can even review your merge history overall, or for a single record.
Cross Module Detection
With v2.0.0, you can optionally choose to enhance your plugin with cross-module deduplication! The add-on detects duplicates that exist in two different modules - like Leads and Contacts - or even across custom modules. Clean up your records no matter where they are in Sugar!
The add-on enhancement detects cross-module duplicates when you save a record, based on the custom rules that you defined.
Tired of SugarCloud storage alerts? With v2.1.0 and higher, you can choose to enhance your plugin with file deduplication! The enhancement reduces your storage by detecting duplicate uploads and email attachments in your filesystem. The file deduplication tool eliminates all but one of the duplicate artifacts, and then serves up a single source file everywhere you need it.
Upsert® Deduplicate is compatible with:
- Sugar Sell, Serve, and Enterprise products
- Versions 11.0 and higher
- Hosted in SugarCloud or on-site
Looking for Something Specific?
We regularly update our plugins with features requested by customers like you. Just let us know what you need to succeed!