Learn more about what happens if you import data that overlaps with your existing CRM data.
- LACRM’s importer tool is designed to create new contacts and companies, and will not check for or prevent duplicates during an import.
- If you import a contact that already exists in the CRM, it will be duplicated.
- If you import a company that already exists, that company will not be duplicated, nor will it be updated. Each company name must be unique, and if the company name is exactly the same it will not be imported.
- Once the import is completed, you can use the bulk merge tool to combine duplicates if needed. Learn more about merging duplicates in bulk here.