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What are the rules for matching contacts?The rule for matching Individual contacts on import is by default first_name AND last_name AND email. Import uses the configured default 'Strict' dedupe rule for each type of contact. You can review and changes these in Administer CiviCRM >> Find and Merge Duplicate Contacts >> Edit Rule(s). See Find and Merge Duplicate Contacts for more information. |
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Hide/Show CommentsMar 11, 2008
Peter Davis
Based on the forum discussion here it would seem that the overriding rule that is applied is that "for individual we need first and last name OR email, orgs needs org name, household needs a household name." So perhaps this means that the import rules (for individuals) can be changed to
I.e. import enforces the above rule in all cases (except when you supply the internal contact id since that guarantees a contact already exists).