在 SugarCRM 中上传联系人列表时不会出现重复条目
我有一个 Excel 文件,我上传该文件以将我的联系人列表附加到 SugarCRM 中。我想如果 Excel 文件的名称已存在于数据库中,则不会附加此特定条目。这可能吗?
I have an excel file that I upload to append my contact list in SugarCRM. I would like for if a name the excel file is already present in the database, this particular entry is not appended. Is this possible?
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Sugar 导入界面还允许您在导入过程中进行重复检查。请参阅应用指南中的此页面:
http://www.sugarcrm.com/crm/support/documentation/SugarCommunityEdition/6.2/-docs-Application_Guides-Sugar_Community_Edition_Application_Guide_6.2.0GA-Import.html#1132356
The Sugar import interface will also allow you to do duplicate checking as a part of the import process. See this page in the application guide:
http://www.sugarcrm.com/crm/support/documentation/SugarCommunityEdition/6.2/-docs-Application_Guides-Sugar_Community_Edition_Application_Guide_6.2.0GA-Import.html#1132356
我认为最简单的方法是:
1)将当前联系人列表导出到 CSV
2)将其添加为当前 Excel 文件中的新工作表
3)交叉引用两者之间存在的行(使用“vlookup”)或根据您用来确定重复项的任何标准进行“匹配”)
4)过滤结果,以便显示非重复项,并将其另存为新的 CSV 文件
5)通过 Sugarcrm UI 导入新的 csv 文件
希望这会有所帮助
i think the easiest way for this is to:
1) export your current contact list to CSV
2) add it as a new in sheet in your current excel file
3) cross-reference which rows have are present between both (use 'vlookup' or 'match' on whatever criteria you use to determine duplicates)
4) filter the results so non-duplicates are shown, and save that as the a new CSV file
5) import the new csv-file via sugarcrm UI
hope this helps