I’d like to be able to merge contacts during an import.
For example, I have an import file that includes Contact IDs and emails of duplicate contact records (e.g. I have the Contact ID of 2 contact records that i wish to merge, in a csv file, in two columns of the file, and the file contains a number of rows, each indicating a different contact), and i’d like the option during import to choose the master record, and the record to merge to the master record.
The only other options to this at present are (1) via an integration or (2) a custom coded workflow, and even in a custom coded workflow I’m not sure how to specify the contacts to merge, or (3) look up the contacts one by one to merge, which is time consuming.
+1! It would be great to have a native “bulk merge” feature such as this. That said, the Merge Contacts webhook in the Contacts API is handy if you can spin up a custom app. Accounts Dashboard | HubSpot
An upload with the ‘master’ Hubspot ID in one column and the one to merge into it in the other(s) would be a simple and effective idea. The current bulk merge process in Operations Hub is terrible - worthless (the only reason I took this module) - so I need to pay some third party to create a Programmable Automation routine instead…
With their new “Operations Hub” product that is used to bulk merge records, I don’t think they’ll be working on this anytime soon.
It doesn’t seem to be in their interest from a business point of view.
It’s funny that we can export the duplicates, but cannot import to deduplicate them.
Hi there – Alex from the HubSpot product team here.
We’re actively building a solution that will allow you to manage duplicates within the import flow. A new optional step will be added that will allow you check if duplicates exist across your CSV file and the CRM, and then merge them together before finishing the import.