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Remove Duplicate Meetings

John Kitsmiller

We currently use the Outlook Plug In for Sugar Sell. I have tried Collabspot/Sugar Connect a couple of times over the last 18 months and it really isn't for us.

There simply isn't enough configuration available. In the simplest scenario, I can't be selective in what gets sync'd from the calendar. In addition, in OPI, we automatically archive all emails related to Contacts/Leads so a salesperson doesn't have to think about archiving them.

Unfortunately I tried Sugar Connect again tonight. Bad idea.

It seems Sugar Connect doesn't recognize anything already sync'd by OPI.

Now I have 300 duplicated items on my Outlook calendar, and 300 duplicates in Sugar.

Does anyone know of a way to remove duplicates?

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  • 0 Sugar Employee Badge

    Hi John,

    I apologize for the trouble the initial sync caused.  When the initial sync for Sugar Connect started, it was a Two-Way sync between Sugar and your Outlook Calendar.  Due to the One-Way sync that you had configured on the OPI side, it treated all the Meetings in Sugar already as new meetings, which caused the duplicates.

    All of the Meetings created by Sugar Connect will have the same Created By value, so they can be easily tracked down.  If you know the time that you triggered the initial sync, you sort the Meetings by Date Entered in your Sugar instance to see the Meetings that were created.  Alternatively, you can create a search filter in List View to find the Meetings between two dates.  Then, you can select these Meetings and Delete them.

    For the Outlook Calendar, you can filter the Appointments by doing the following:
    Navigate to View > Change View > Select List.  This will allow you to see all the Appointments easily.
    Click "View Settings" in the Tool Bar
    Select "Group By" and set the "Group Items By" to Created: Descending, then Click Ok.
    Click Ok again and the List View will have your Meetings grouped by the date it was Created
    From here, you Mass-select the Meetings by Date and delete them.

    If you still have any remaining issues, feel free to reach out to Customer Support so we can assist you further.

    Thanks!
    -Uzochi

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  • 0 Sugar Employee Badge

    Hi John,

    I apologize for the trouble the initial sync caused.  When the initial sync for Sugar Connect started, it was a Two-Way sync between Sugar and your Outlook Calendar.  Due to the One-Way sync that you had configured on the OPI side, it treated all the Meetings in Sugar already as new meetings, which caused the duplicates.

    All of the Meetings created by Sugar Connect will have the same Created By value, so they can be easily tracked down.  If you know the time that you triggered the initial sync, you sort the Meetings by Date Entered in your Sugar instance to see the Meetings that were created.  Alternatively, you can create a search filter in List View to find the Meetings between two dates.  Then, you can select these Meetings and Delete them.

    For the Outlook Calendar, you can filter the Appointments by doing the following:
    Navigate to View > Change View > Select List.  This will allow you to see all the Appointments easily.
    Click "View Settings" in the Tool Bar
    Select "Group By" and set the "Group Items By" to Created: Descending, then Click Ok.
    Click Ok again and the List View will have your Meetings grouped by the date it was Created
    From here, you Mass-select the Meetings by Date and delete them.

    If you still have any remaining issues, feel free to reach out to Customer Support so we can assist you further.

    Thanks!
    -Uzochi

Children
  • 0 Sugar Employee Badge in reply to Uzochi Uluh

    Thank you Uzochi. I know you sent me something to help with this, I just haven't been able to sit down and dedicate the time it will take. Plus I am going to need my head in it.

    But, after re-installing OPI I found out that it too does not "track itself". This came up in two ways.

    1) Even though I had sync'd things prior to uninstalling OPI and trying Connect, after removing Connect and reinstalling OPI, it wanted to do an "initial sync" of many items. I said no fearing something like the above would happen again.

    2) I found out OPI is not "smart" either. I use two different computers. So, it made sense to me to install OPI on that other computer. Bad idea, again. What started happening is with both computers running, each computer was syncing the same emails and I wound up with tons of duplicates in email.