Data Import Tool - Duplicates Handling (Entries with the same description but different codes)
Overview
When importing data into CustomBooks™, encountering duplicate entries with the same description but different codes is a common issue. In these cases, you may wish to ignore these records or you may wish to update them with information from your import file.
Duplicates Handling (Entries with the same description but different codes)
Steps to handle those duplicate entries.
- Click the "Return to Staging to view or make changes" button.
- On the Staging Data window, select "Staging duplicates" on the Show field then click "Here" on the Messages part to open the Duplicate Manager.
- Click "Show all duplicates".
- Mark the records to exclude or you can mark them all at once by clicking the "X" box icon and click Close.
- Back on the Staging Data window, now select "All" on the Show field, mark them all by clicking the "All" checkbox icon then proceed to "Verify Staging Data".
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