Automatic handling duplicate records

2 min read - updated few hours ago


Handling duplicate records when importing prospects from Salesforce

These include any prospects from Salesforce, whether from views, reports, or campaigns.

When importing a prospect that already exists in Revenue Grid and had been imported from Salesforce (such prospects have or icons), the record in Revenue Grid will be updated with the version coming from Salesforce. And the prospect will be added to a sequence if importing on the Recipients tabs. Owner of the record in Revenue Grid will be updated with the user who is importing the record.

When importing a prospect that already exists in Revenue Grid and had been imported from a CSV file (such prospects have icon), the record in Revenue Grid will be updated with the version coming from Salesforce, but leaving existing values of fields that are blank in Salesforce untouched. In other words, it will blend data. And the prospect will be added to a sequence if importing on the Recipients tabs. Owner of the record in Revenue Grid will be updated with the user who is importing the record.


Handling duplicate records when importing from a CSV file


If a prospect who is being imported, already exists (matched email) in Revenue Grid and had been imported (matched email) from a CSV file or punched in manually via Add a new prospect feature (such prospects have icon), and you are the owner of the prospect, then the prospect’s information will be overwritten by the currently uploaded file (and the prospect will be added to a sequence if importing on the Recipients tabs.)

If a prospect who is being imported, already exists (matched email) in Revenue Grid and had been imported (matched email) from a CSV file or punched in manually via Add a new prospect feature (such prospects have icon), and you are NOT the owner of the prospect, then the prospect’s information will NOT be overwritten by the currently uploaded file. (and the prospect will NOT be added to a sequence if importing on the Recipients tabs.)

If a prospect who is being imported, already exists (matched email) in Revenue Grid with or icons, and whether you are or you are not the owner of the prospect, then the prospect’s information will NOT be overwritten by the currently uploaded file (and the prospect will NOT be added to a sequence if importing on the Recipients tabs.)

If there are more than one prospects with the same email in the same CSV file, then while importing each next record updates the preceding one, unless some of the required fields are blank.


Adding a single prospect via Add a new prospect feature

In this case, even if such prospect (matched email) already exists in Revenue Grid, the newly added prospect will still be added to Revenue Grid and you will end up with two records with the same email.



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