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Resolving lead duplication during bulk imports

Updated on May 10, 2021

If you add or update leads by using the data import wizard, and one of more leads match an existing lead, the system displays an error while validating the data. You can download a .csv file with a list of the errors to review and resolve the duplicate entries.

Pega Sales Automation Implementation Guide
  1. Log in to Pega Sales Automation as a sales representative or a sales operations user.
  2. Run the data import. For more information, see Running a data import using the Data import wizard.
    Result: If the file contains duplicate leads, you can still successfully follow the steps until you click Start validation. At this stage, the system displays an error.
  3. In the note that displays during validation of the import, click Download to download a .csv file with the potential duplicate entries.
  4. Optional: To import valid entries in the .csv file that do not have any duplication issues, click Continue import.
  5. From the Leads landing page, find the existing leads in the system with the same property values as the leads in the .csv file.
  6. Resolve the conflict by either updating an existing lead, updating the new lead, or updating both.
  7. If you updated the new lead's details in the .csv file and the lead is now unique, create the lead by re-running the data import.
  • Previous topic Resolving lead duplication while creating or updating a single lead
  • Next topic Optional: Creating custom routing rules

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