Understanding Invelo's duplicate check

Understanding existing records during the import process in Invelo

Invelo creates and stores property records in your database by unique property address or the Assessor Parcel Number (APN). The database will only allow for one record per unique property identifier.

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Duplicate check upon import

Whether you are importing through List Builder, file import, or manual import, Invelo will check the records to be imported against your current record database. This check includes combing through Prospects, Leads, Deals and Removed records.

• If a record exists in your database, Invelo will not create a duplicate record.

• List Builder and file import will check existing records automatically.

• The History page under Imports will show how many records were updated during List Builder, file imports, or Autopilot, indicating existing records.

  
  

• Manual adding of a record will show you if you already have it as an existing record.

  

Updating existing records and contacts

In addition to checking for duplicate records, you may also update existing records and contact information during the import process.

• List Builder and file import will:

  • Update new lists and tags for existing records.

    Change the Stage for existing records.

• File import allows you to:

  • Update owner and contact information.

  • Override existing data for Custom Fields.