How to Handle Duplicate Records in Albato
Duplicate records clutter your data, waste transactions, and can send the same message to a customer twice. In this quick tutorial, you'll learn how to set up Albato's built-in duplicate handling to keep your data clean.
We cover where to find the tool, how to set it up, all four handling scenarios, and how to choose the right search fields so Albato matches records correctly.
📌 Full step-by-step guide: https://tinyurl.com/29khgq9a
Chapters
0:00 Intro — what you'll learn
0:11 Why duplicates are a problem
0:27 Find the duplicate handling tool
0:36 Fill in the action fields first
0:46 Choose a scenario
0:54 Option 1 — Always create a record
1:08 Option 2 — Skip if a duplicate is found
1:22 Option 3 — Update an existing record, or create one
1:37 Option 4 — Only update existing records
1:47 Choosing your search fields
⚡️Get started with Albato: https://tinyurl.com/253etejn
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