topic De-duplication on custom objects in Tips, Tricks & Best Practices

De-duplication on custom objects

dmattauch — Wed, 02 Mar 2022 14:13:47 GMT

Hi,

I have a custom object where i have a lot of duplicates.

Is there a way to automatically identify and deduplicate them? like we have in contacts/companies?

Thanks

David

Re: De-duplication on custom objects

StjepanGrcic — Thu, 03 Mar 2022 08:07:26 GMT

Hi @dmattauch

You can install Insycle Data Management form HubSpot App Marketplace. With the app you can

Manage data in HubSpot Custom Objects. You can use all modules to manage, maintain, and automate data operations with any custom objects, in the same way Insycle works with standard objects.

Cheers!

Re: De-duplication on custom objects

RBozeman — Mon, 15 May 2023 18:09:15 GMT

Hi @dmattauch,

Thank you @StjepanGrcic for recommending Insycle. I work there, in full disclsure.

Just wanted to pop in here and confirm that with Insycle is compatible with custom objects and you can deduplicate them. To get custom objects added to your account, you'll need to contact our support team through the live chat on our website.

For a little more context - Insycle allows you to deduplicate any object, using any matching field as a potential matching field. In addition to this, there are advanced controls for how the data in the field is matched (ignoring certain aspects of a field, like numbers of symbols, for instance). You also have complete control over how the resulting master record is chosen after the merge (using rules, such as the last record updated) and can even choose how you retain data in that master record on a field-by-field basis.

Here is a link to our help documentation on this topic. While the article title doesn't specifically mention custom objects, the process and features for custom objects are the same as for contacts, companies, and deals.