Duplication & Merge

SOLVE
Simondodd80
Member

Hi,

 

Successive data imports have led to many duplicate contacts in HubSpot.

 

How do I quickly merge the contact data files without losing data stored in the records?

 

Thanks

 

Simon

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MFrankJohnson
Solution
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Q: How do I quickly merge the contact data files without losing data stored in the records??

 

Short A: see [Now Live] Import, Deduplicate, and Search Objects Using Object ID

 

Longer A:

Considering that you will need to export and update your .csv to identify which records are duplicates before re-importing, there is no 'quick' way to mass merge. Typically, when talking about mass dedup, quick = mass errors! 😐

 

Always happy to help you build on HubSpot.

 

Best,
Frank


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www.MFrankJohnson.com

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

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Hope that helps.

 

Be well,
Frank


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MFrankJohnson
Solution
Thought Leader

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: How do I quickly merge the contact data files without losing data stored in the records??

 

Short A: see [Now Live] Import, Deduplicate, and Search Objects Using Object ID

 

Longer A:

Considering that you will need to export and update your .csv to identify which records are duplicates before re-importing, there is no 'quick' way to mass merge. Typically, when talking about mass dedup, quick = mass errors! 😐

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

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JanaBand
Participant

If you don't want to do it manually using native excel functionality you might want to check out https://dedupe.ly/ who is specializing in finding and merging duplicates in CRMs (including Hubspot of course).