CRM

Matas
参加者

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

解決

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!

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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.

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2件の返信
Matas
参加者

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

解決

Hello @karstenkoehler 

 

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

 

Your solution worked for us.

 

Have a nice day.

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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.