Data Import Tool - Duplicates Handling (Entries with the same description but different codes)

Data Import Tool - Duplicates Handling (Entries with the same description but different codes)

Overview

When importing data into CustomBooks™, you may encounter duplicate entries—especially when records have the same description but different codes. The Data Import Tool includes features that help you identify, review, and manage these duplicates before finalizing your import, preventing unwanted or redundant records in your database.

Duplicate Handling Workflow

  1. Click the "Return to Staging to view or make changes" button to return to the Staging Data tab, where your import is prepared for final verification before committing the data.
  1. In the staging screen, locate the Show field and select Staging duplicates. Then, in the Messages section, click the Here link to open the Duplicate Manager.

  1. Click "Show all duplicates".

  1. Mark the records to exclude, or you can mark them all at once by clicking the "X" box icon and then click Close.

  1. Back on the Staging Data window, now select "All" on the Show field (1), mark them all by clicking the "All" checkbox icon (2), then proceed to "Verify Staging Data" (3) to complete the import.

Best Practices for Avoiding Duplicates

While the Duplicate Manager helps manage duplicates during import, proactively preparing your data can reduce the need for cleanup:

🧹 Prepare Your Source File
  1. Remove duplicate rows in Excel before importing.
  2. Standardize record descriptions and codes across files.

🔑 Use Unique Identifiers
Including a unique code or description in each record helps the import tool distinguish existing records from new ones.

🛠 Review Before Importing
Preview your staging data and check any system messages regarding duplicates before completing the import.


    • Related Articles

    • Data Import Tool - Lists

      Highlights Explore the new features of our rebuilt Data Import Tool for Lists. Import multiple data import types for Lists in the same import session, using one or many files - your choice! Example: Import Companies with it's related data types: ...

    • Admin Tools: Data Import Wizard

      Overview If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, users can ...

    • AccountingSuite™ Release Updates, Imo-Inu 2, Data Import Tool - New for Lists!

      AccountingSuite™ Release Update, Imo-Inu 2, Data Import Tool - New! Announcing AccountingSuite™'s rebuilt Data Import Tool for Lists! (Transactions will be coming soon!) ​ Import multiple data import types for Lists in the same import session, using ...

    • AccountingSuite™ Release Updates: Komondor 3: Data Import Tool | February 1, 2024

      Our data import tool has undergone some major upgrades! We have updated the Transactions import to utilize the new Data Import Tool Wizard that was previously launched for List items. We have also made improvements for a better user experience when ...

    • AccountingSuite™ Product Perks: April 2024 - Upgraded Data Import Wizard

      Upgraded Data Import Wizard! Open pp324.jpeg In this edition of Product Perks, we’re highlighting enhancements to our already incredible Data Import Tool - now more aptly called Data Import Wizard! We recently added the following features: All ...