How to stop duplicate leads being imported?

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  • ryan@bwd
    Junior Member
    • Nov 2024
    • 3

    How to stop duplicate leads being imported?

    Hi

    When I import leads, I do not want any duplicate Account Names to be imported. How do I stop this happening?

    Thanks
  • victor
    Active Community Member
    • Aug 2022
    • 772

    #2
    In Administration > Entity Manager > Lead > Edit > Duplicate check fields, add the Account Name field

    Click image for larger version  Name:	image.png Views:	0 Size:	77.0 KB ID:	114823

    During the import, EspoCRM will tell you about duplicates that you can remove:

    Click image for larger version

Name:	image.png
Views:	0
Size:	51.5 KB
ID:	114824
    Last edited by victor; Today, 11:35 AM.

    Comment

    • ryan@bwd
      Junior Member
      • Nov 2024
      • 3

      #3
      Originally posted by victor
      In Administration > Entity Manager > Lead > Edit > Duplicate check fields, add the Account Name field

      Click image for larger version Name:	image.png Views:	0 Size:	77.0 KB ID:	114823

      During the import, EspoCRM will tell you about duplicates that you can remove:

      Click image for larger version

Name:	image.png
Views:	0
Size:	51.5 KB
ID:	114824
      Many Thanks Victor

      Your help is much appreciated

      Thank you

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