I have a spreadsheet in which I suspect there are duplicate email IDs. Does Nonprofit Vertical CRM automatically prevent import of these duplicates?

I have a spreadsheet in which I suspect there are duplicate email IDs. Does Nonprofit Vertical CRM automatically prevent import of these duplicates?

No. Nonprofit Vertical CRM does not restrict import of duplicates if they are within your import spreadsheet.

However, Nonprofit Vertical CRM provides restricts the import of Email IDs that already exist in the CRM database. When this feature is enabled, the CRM matches the email IDs in your spreadsheet with those already in the database and throws out an alert if it finds duplicates. On the other hand, if you are making an import for the first time and there are duplicates within your spreadsheet, enabling this feature will not remove those duplicates. The only way to prevent this is to make sure your import sheet is free from duplicates.

To enable the feature:
  1. Click Setup > Customization > Modules.
  2. In the Modules page, select the Leads/Contacts module.
  3. You need to enable it separately for the Leads and Contacts modules.
  4. Select the Do not allow duplicates in Email field check box.
  5. Click Save.
  6. You can disable this feature by clearing the Do not allow duplicates in Email field check box.
  7. Alternatively, you can merge duplicates after you import your leads. Zoho CRM offers two ways by which you can merge duplicate records.

Find and Merge Duplicates

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