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How to Configure Deduplication Rules in Odoo 17 Data Cleaning
- 1. How to Configure Deduplication Rules in Odoo 17 Data Cleaning Enterprise
- 2. Introduction Enterprise Data cleaning involves recognizing, detecting, and eliminating unnecessary, duplicate, or irrelevant data from a dataset. When combining multiple data sources, the probability of encountering data duplication rises significantly. Field cleaning and deduplication help maintain accurate and reliable data by utilizing the tools and strategies are available.
- 3. Enterprise ● Field cleaning in Odoo involves removing or correcting inaccurate or irrelevant data to ensure data integrity. ● Deduplication in Odoo refers to identifying and eliminating duplicate records to maintain a clean and accurate dataset
- 4. Deduplication Rules Enterprise Deduplication involves the elimination of redundant data, particularly within computer systems. A robust and secure deduplication process utilizes sophisticated analysis tools to identify and remove unnecessary duplicate copies of data, ensuring that only unique instances remain in the system.
- 5. Configuring Deduplication Rules in Odoo: Enterprise Steps 1. Access the Data Cleaning Module 2. Create a Deduplication Rule 3. Define the Model 4. Set the Matching Criteria 5. Configure the Actions 6. Schedule and Automate
- 7. Enterprise ● First, ensure that the Data Cleaning module is installed. ● Under the configuration menu, there is an option to create deduplication rules. ● Select the model (e.g., Contacts, Leads) to which the deduplication rule will apply. ● Define the fields that should be checked for duplicates. ● Specify the matching conditions, such as exact match, case-insensitive match, or partial match. ● Choose an action to take when duplicates are found: then merge the records ● Set the frequency for running the deduplication process. Automate it to run at regular intervals Explanation
- 8. Enterprise
- 9. Enterprise ● Manual Execution: manually trigger the deduplication process by selecting the rule and clicking on "Run Deduplication. ● Review and Merge: It will have a list of potential duplicates based on the defined criteria. Review and the identified duplicates and confirm the merges. Running Deduplication
- 11. Enterprise ● Model: Select the model for which the deduplication rule is being defined. For Leads/Opportunities, you would select the "crm.lead" model. ● Name: Enter a name for the deduplication rule ● Active:This checkbox indicates whether the deduplication rule is active or not ● Fields for Matching: Define which fields should be used to identify duplicates. Common fields include: Name( The name of the lead or opportunity), Email(The email address associated with the lead), Phone(The phone number of the lead), Mobile(The mobile number of the lead), Company Name(The company name associated with the lead) Explanation
- 12. Enterprise ● Matching Conditions: Set the conditions for matching. Options include: ■ Case/Accent-Insensitive Match: Ignores differences in capitalization and accents, treating similar characters as the same. ■ Exact Match: Requires exact character-for-character correspondence, including capitalization and accents. ● Scheduled Time: Define when the deduplication process should run. Options include: ○ Daily: Run the process every day. ○ Weekly: Run the process once a week. Explanation
- 14. Enterprise Explanation In the given example, four conditions are defined for deduplication: ● Customer: Exact match ● Email: Case/Accent-insensitive match ● Company: Case/Accent-insensitive match ● Contact: Case/Accent-insensitive match These conditions ensure that duplicates are identified by checking if the same customer has the same email, company, and contact information. If all these conditions are met, the leads will be flagged for deduplication.
- 15. Enterprise Code
- 16. Enterprise Explanation ● All duplicate leads/opportunities are displayed here. There is an option to merge them, by clicking the "Merge" button, all unwanted duplicates will be consolidated into a single record.
- 17. Enterprise Explanation Whenever the merge button is clicked, a confirmation prompt will appear. Upon confirmation, the two records will be merged
- 19. Enterprise Conclusion Hence Deduplication Module and it’s rules helps us in the regular maintenance and cleanup of our database and help free disk space.
- 20. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com