by Upsert, LLC

Upsert® Deduplicate offers simple but sophisticated duplicate-record detection so you can have the cleanest possible database. Define the fields that you want to compare and then manually review the matches or set Sugar to auto-merge them based on the rules you've set.

Free Trial

By clicking you consent to share your profile with the developer

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.

Upsert® Deduplicate

Key Features

Extreme Flexibility

Create unlimited match conditions for all of your stock and custom modules - as restrictive or permissive as you want them.

Domain Matching

Add a duplicate-check rule on URL and email address fields that matches based on domain names.

Fuzzy Matching

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.

Team Security

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.

Safety Check

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.

System Requirements

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!