- Welcome to the Knowledge Base
- Introduction
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- Preferences
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- Importing Data
- Leads
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Marketing
- Introduction to Marketing
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- Compliance Records
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Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
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GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
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Integrations
- Mapping
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- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
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- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
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- QuickBooks Online
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- Multistep Zaps
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Email Integrations
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Event & Webinar Integration Tools
- GoToWebinar
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- Microsoft Office
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Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
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Reporting
- Introduction to Reporting
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- Dashboards
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Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
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- Contract Management
- Sagelink
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Introduction to Transaction Documents
- Auditing
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Configuration
- Introduction to System Administration
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- Preferences
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Customisation
- Creating & Modifying Picklists
- Theme
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Record Types
- Creating Custom Fields
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- Opportunity Stages
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- PDF Configuration
- Contact Support
- Releases & Roadmap
Checking for Duplicates
Import - Stage 4 - Existing Record Matching
Stage 4 of the Import Wizard is where you can control how Workbooks compares your source data with the records already on your database to see if there's a match and thus reduce the likelihood of creating duplicate records. You are also given a choice of Import Mode:
- Only create new records
This is the default setting and will simply create new records (subject to the duplicate checking controls that you apply).
- Update existing records and create new ones
This setting will use the values in your source data to update the fields on your existing records, providing that a matching record can be found. If no matching record can be found, the import will create a new one.
- Only update existing records
This option will use the values in your source data to update the fields on your existing records, providing that a matching record can be found. If a matching record cannot be found a new one will not be created.
Duplicate Checking
Tick the checkboxes provided to specify the combination of fields you want to use to uniquely identify an existing record. The options provided will depend on the type of record you're importing and will include any custom fields you've created (as long as you have mapped some source data against them). The ones shown in this screenshot are for an import of People records.
NOTE: When checking for existing People the duplicate checking will be restricted to the People linked to the specified employer. So, for example, if you're importing a Person record for John Smith with an Employer of ABC Company, Workbooks will simply look at the People already linked to ABC Company to see if a Person record exists for John Smith.
The more options you tick, the more rigorous the duplicate checking will be. The Import Mode you apply will govern what happens when a match is or is not found.