GuildQualityContacts & Projects

Handling duplicate contacts when importing

We automatically handle duplicate imported contact data using the following logic:

  • A customer record is reused and updated if the name and (phone OR email) matches.
  • A project record is reused and updated if the customer matched and the following project data matches: what we refer to as the external_id OR the address (street address and zip code) AND either the start or end dates, or if it was recently created.   If a project only has an address/zip matching then it will be reused if the match was created less than 4 months ago.