Hi,
I have already some contacts&companies&deals in my database. If I want to make a new import with contacts&companies&deals and there is an overlap with my earlier data, then new deal entries are generated, so I have duplications, which I want to avoid. The merging with companies and contacts works nevertheles quite well. How can I avoid the deals duplications when I have already the same contacts&companies&deals in place for the new import?
Hi @CSchütz,
There is only one unique identifier for deals in HubSpot which is the Deal ID. This works similarly to the email address on the contact record or the company domain on the company record: If HubSpot can find an existing record with this information, it will not be created anew but update the existing record.
If it cannot, a new record will be created.
That means that your import file needs to have a column for the Deal ID for the deal record. You would have to export your deal records first to get this Deal ID and then make sure it’s included as a column in your import files.
Let me know if you have any follow-up questions!
Hey Karsten,
Any reason I would be getting duplicate deals created while i am using the Deal ID on the import?
I am trying to do some mass changes to lead statuses/stages but keep getting new deal records created when doing the upload even with the unique deal ID in my file.
Hi @CodyHaigis,
Thanks for reaching out!
Did you include a “Record” column in the spreadsheet and select “Deal Properties” and “Record ID” (more on this here) in the mapping process?
If you’re using the Record ID to update or avoid duplicate records, click the dropdown menu in the Import as column, then select Record ID. Existing records will be updated by the import based on the Record ID. If a row in your file doesn’t contain a value for Record ID, a new record will be created.
Best,
Kristen
Cool great thanks Karsten for the prompt reply. Make sense and sounds good what you are saying.
For the new import, which has to use the Deal ID, I have to assign these Deal IDs. Because the import data is much smaller then the current database, what is an efficient way to assign the Deal IDs from the export to the new import? Any suggestions from your end.
Thanks in advance for your answer,
Br,
Chris
Hi @CSchütz,
That depends a bit on your import files, but one approach could be VLOOKUP in your Excel file or Google Sheet: from your big deal export, you would look up which Deal ID corresponds to the smaller number of deals in your (to-be) import file.
Best regards!
thanks Karsten it worked out!
Br,
Chris
Is there any way to tell a custom field in a deal must have unique values?
This way, doubles would be rejected during import, and no export, merge, lookup is needed.
That would be decent interfacing.
