[Contacts dublication]. Custom property for matching but not working

Matas
Participant

Hello,

 

So in our company we have 'company code' for every contact. It is more important attribute than company name and email.

I created this attribute in hubspot. My idea was, when regular imports happen -> match contact by it's company code and DO NOT CREATE DUBLICATES 😄 but that didn't happened.. For example(1 first contact created as new, after import):

Matas_0-1704706367530.png

 

Is it possible to fix it? I do not wanna work with dublicates every single time after import 😄 (we want to make regular imports)

 

Thanks!

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @Matas,

 

If you want HubSpot to enforce that a property value can only occur once, you would have to set up the property as 'Require unique values'. This is explained here: https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#deduplicat...

 

This setting can be chosen when a property is first created, not when it's already in use. You would have to create a new property, set is as unique and copy the information from your existing property over (which is easiest via export/import).


Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
Matas
Participant

Hello @karstenkoehler 

 

Thank you for the help. It was a simple checkbox, as always😅

 

Your solution worked for us.

 

Have a nice day.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @Matas,

 

If you want HubSpot to enforce that a property value can only occur once, you would have to set up the property as 'Require unique values'. This is explained here: https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets#deduplicat...

 

This setting can be chosen when a property is first created, not when it's already in use. You would have to create a new property, set is as unique and copy the information from your existing property over (which is easiest via export/import).


Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.