Upsert® Deduplicate

by Upsert, LLC

Clean up duplicate records automatically. Set your rules and let Sugar merge matches for you. Marie Kondo would be so proud.

Free 30 day trial
Try it Now

By clicking you consent to share your profile with the developer

Release Notes

Version 1.0.0

  • Initial release of Upsert® Deduplicate for SugarCRM

Version 2.0.0

  • Cross-module duplicate detection feature made available as an additional add-on
  • Introduced module-level configuration to restrict ability to create duplicate records in the UI
  • Added controls to merge and ignore duplicate matches in the List View dashlet

Version 2.1.0

  • File deduplication feature made available as an additional add-on

Version 2.2.0

  • Duplicate Matches dashlet added for efficient duplicate remediation
  • Match filters added for fields to match on a configurable number of characters at the beginning or ending of a field value

Version 3.0.0

  • Sync Fields can be configured per module to ensure records synchronized from external systems are not automatically merged and provide warnings when manually merging
  • Duplicate Matches dashlet allows for filtering duplicate matches by specific modules
  • License validation provides notification alerts to admins when a new release of the plugin is available

Version 3.1.0

  • ‘Has Duplicates’ and ‘Has Cross Module Duplicates’ fields added for each module enabled for duplicate checking. Customers upgrading to this release will need to resave the plugin configuration to trigger the field creation.

Version 3.2.0

  • Deduplication queries support using relationship fields and teams in match conditions and filters
Saving Comment Saving Comment...
  • SugarCRM Editions
  • Sugar Community
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Sugar Market
  • Compatible Versions
Administration Collaboration Customer Service Productivity Marketing Reporting Sales Social Duplicate Check Auto Merge Manual Merge merge Duplicate Finder Deduplicate Dedupe Matching Records Administration Productivity duplicates data quality detect Data Cleaning Bad Data search find eliminate sales leads contacts Clean Data Cross Module Deduplication Cross Module Search accounts File Deduplication Upload Deduplication Uploads file Filesystem deduplication duplicate restore restore deleted record data recovery Recover lost data Data retrieval duplicate detection Automatic deduplication data cleanup solution Domain-based duplicate detection Fuzzy matching Auto merge duplicates Cross-module duplicate detection custom match rules How to find and merge duplicates in SugarCRM How to clean up CRM records in SugarCRM Platform