Import people without creating duplicates

Keep person profiles, company links and relationship notes.

Persons — PLM application screenshot
Persons · Application screenshot
  1. Read the Persons CSV popup before selecting the file.
  2. Import a small representative sample first.
  3. Search for an existing person before importing or entering them again.

Example

If James Carter already exists, inspect his company and email before importing another James Carter. A shared name alone does not prove duplication.

Check the result: Search for an existing person before importing or entering them again.