How to prevent duplicated contact in Insightly integration

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    ashevilledogco
    Asked on October 03, 2016 at 08:42 PM
    it seems that each time we have a person fill out  new form, as we have several forms we need filled out by each client, it creates a new contact in insightly for them so we are getting duplicate and triplicate contacts.
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    jonathan
    Answered on October 03, 2016 at 08:45 PM

    You will need to configure the Duplicate Checks detection in your Insightly account settings.

    Check the guide in Insightly here: https://support.insight.ly/hc/en-us/articles/204248460-Duplicate-checks-when-importing

    Let us know if this did not resolve the issue for you.

    Thanks.