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When doing an Import Scenario creating Contacts is there a way to make sure it does not create Duplicates if the Contact already exists?

Have you looked at the Duplication Validation settings within Acumatica?  According to the help documentation: https://help.acumatica.com/(W(7))/Help?ScreenId=ShowWiki&pageid=5f0a5e14-0b12-43c6-8eb5-29a1fd5bb417 

“To prevent the creation of duplicate records, the system can validate leads, contacts, and business accounts for duplicates before a user does either of the following:

  • Creates a new record in the system manually
  • Imports or uploads a group of new records to the system by using an import scenario, uploading from an Excel file, or API services”

HI @BrendanL 

When doing your import, test with the Sync feature:

Sync Type The type of synchronization for the import scenario.
One of the following options can be selected:
  • Full (default): To perform an import of all the data available in the source.
  • Incremental - All Records: To perform a partial import, including only the data in each record that has changed in the source.
  • Incremental - New Only: To perform a partial import, including only the records that have appeared in the source since the previous import took place.
If the data is imported from a file data source, the Incremental - All Records and Incremental - New Only options provide the same result: If you select either of these options, the system imports the data only if a new version of the source file is provided before the import.
You may need to change the default value if you use the same scenario regularly for importing only some of the data from the source (for example, if after the initial import you need to periodically upload new data records that have appeared in the source).
  If you want to use the Incremental - All Records or Incremental - New Only synchronization type for an import scenario that uses the PX.DataSync.GenericInquirySYDataProvider data provider, you need to specify the following values on the Parameters tab of the Data Providers (SM206015) form:
  • CreatedDateColumn for the Incremental - New Only synchronization type
  • CreatedDateColumn and LastModifiedDateColumn for the Incremental - All Records synchronization type

@Kandy Beatty yep that seems to be the best option for me, now I am just trying to figure out why my Import scenario is not creating new contacts, I have changed existing contacts before but haven’t used an excel sheet to import a list of new contacts before.


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