Updates and Tools for AllClients White Label Partners

New Import Options for Duplicates

We’ve made two updates to the Import process.

Choose Duplicate Checking Method
You may now choose how you want to look for duplicates (if you want to skip duplicates on an import). Here are the new choices:

DuplicateChecking
There is a third way you can have turned on if you want to have it. We also have the option to skip duplicates based on matching First Name + Last Name + Address. If you want to have this option in your system, just email us.

Download Skipped Duplicates
We’ve also added the option to download a list of duplicates that were skipped at the end of the import process.

Download Duplicates