SugarCRM Custom Fields For Duplicate Checking When Importing

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This post shows you how to use custom fields for duplicate checking when importing Accounts or any other modules' entries to SugarCRM


There are 3 steps to this. Firstly, you have to make the custom fields importable, then create indexes in database. Finally you have to select the custom fields when importing. In this example, I assume we have created a custom field called Account Number in the Account module and we want to use that field for duplicate checking when we are importing accounts from a CSV file.

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