How to fix duplicates FAST in Zoho CRM

[@brianoneill9803]

Great vid, thanks. Is it possible to de-dupe through deluge, or does it always require manual review?

[@Zenatta]

Hi Brian - it is possible to de-dupe via Deluge but it gets a bit complicated. You'll need to code in rules to the function to choose a primary record for field conflicts, and ensure that all Related Lists are processed so that the produced record doesn't lose any data.

[@brianoneill9803]

@@Zenatta I currently do a lot of manual deduping using this process... However I lose the related Books sales order in deals, if the record I merge it with is more recent than the record with the sales order. I will investigate the deluge route...will see how far I get!

[@Zenatta]

Hi Brian - good call-out! Using Deluge, you can also merge the Books versions of the Customers in the process. Each Books customer (synced with CRM) will store the CRM ID of the corresponding Account/Contact in CRM in the payload. So, you can search by each CRM ID you are merging to find the corresponding Books Contact/Customer ID. Then, use this code-snippet to merge them there: contactIdsToBeMerged = list(); contactIdsToBeMerged.add(contactIdToBeMerged); mergeContactParameters = map(); mergeContactParameters.put("contact_ids",contactIdsToBeMerged); mergeContact = invokeurl[ url: "www.zohoapis.com/books/v3/contacts/"++"/merge?organization_id="+booksOrganizationId type: POST parameters: mergeContactParameters connection: ]; info mergeContact

[@brianoneill9803]

Great, thanks! Will give it a crack...