To keep your database clean and up-to-date, do you want to remove duplicate contacts or products?
And above all, would you like to simply transfer the elements linked to the part to be deleted to the part to be kept?
With the "Deduplication" app, designate your duplicate objects and request complete replacement of one by the other in incwo data.
Activating the app gives you two ways of handling and deleting duplicates
1. Manual mode
It allows you to designate duplicate objects and choose to keep only one.
Warning: this application deletes data and should not be used by anyone!
Phase 1: Identification of the duplicate
To deduplicate two identical objects, go to the app's home page and enter :
- Object type: Enter the type of an object, i.e. its name in English. For this version 1, the object name is only available in English. For example, enter "contacts" for a contact to be deduplicated, "firms" for a duplicate company record, "leads" for a business, and so on.
- The ID of the object to be deleted
- The ID of the object to be preserved
The ID is the object's unique number, present in the url designating the object. It can also be retrieved in exports as an "incwo reference".
Once you have identified the duplicates in the form, click on OK.
Phase 2: Validation of removal
The page then displays the details of the objects, i.e. notes, tasks, personal fields and links to existing business documents in the application, so that you can check and confirm your deletion.
Click OK to confirm the deletion
- Information such as notes, files, tasks, quotes, invoices, etc. present on the object to be deleted is transferred to the object to be retained.
- The object to be deleted is permanently deleted
2. Automatic mode
Go to the app's Home page.
The application identifies duplicates known to the software, for contact, company and product parts, and indicates the number of duplicates for each of these objects.
- Choose the type of object to be deduplicated by clicking on the name: contacts, companies or products
- Display the list of duplicates found in the software
- Select those you wish to keep one by one by clicking on the "keep" link next to the contact or product name. The record you wish to delete will be displayed with a "strikethrough" to indicate that it will be deleted at the end of the de-dubbing operation. You can also click on the link "Automatically select an object to keep for each" and then launch the JOB . The application will automatically retain a single object and automatically reassign the business pieces to the retained object.
- Start the dedupe job
By clicking on the "simulate deletion" link on retained objects, you can view details of the content transferred and retained during deduplication.
Once you've launched the JOB, the records you've chosen to delete are permanently deleted.
Please note: In this automatic mode, duplicates are identified on the basis of strictly identical name spellings. A change linked to an accent, a dash or a space in the designation of a third party or article is not considered a duplicate by the software.
