Duplicate contacts with CRM

[MarkoD]

Hi,

We have thousands of contacts, so when setting up 3CX we exported all contacts from CRM to CSV, and imported them in 3CX. Afterwards, we configured custom CRM template to automatically add new contacts when they call, and also to update previously added contacts, since sometimes they get updated in CRM, so "Query CRM" is set to "Always".

But now each time some of the old contacts call, they get added again in 3CX, just "Contact type" is set to "CRM". Is it possible when importing contacts via CSV to match contact id numbers to those of CRM (or vice versa), or any other way in order to NOT add a duplicate contact, but also to update contact information of old contacts?

 

[edossantos]

Unfortunately this is not possible, 3CX Contacts and CRM Contacts are different, so if you import the contacts from the console, and you have a CRM template active, the CRM template will add them again as CRM contacts. So, in your case, you should remove all the contacts imported from the console, and wait until they call to get them into 3CX, as CRM contacts.