Export duplicate contacts list to Excel (new "Manage Duplicates" feature)

It would be great if you could export the duplicate contacts list to a .CSV- or .XLSX-file from the new "Manage duplicates" feature in Hubspot. As of now, it is only possible to review the list in Hubspot itself.

HubSpot updates
10 Replies
pattiluna
New Member

I am happy to see the deduplication tool that presents possible duplicates with ability to merge in Hubspot.  However, we have a number of sales reps that do not have admin access and therefore do not have access to see and make determinations about the duplicates.  It would be most helpful to have the ability to export the listing and to include the sales rep associated with each of the two records. 

jhughes
New Member

I need to export the list of duplicates so that another team in my organization without HubSpot access can review the duplicates and select which record is correct. 

DominiqueA
New Contributor

This would make our lives easier as well. Currently, we have a substantial amount of possible duplicates. I need to see them in Excel format to better manage and share with other team members. It would be great if we could export the list and then reimport into HubSpot with the correct email address to maintain and merge the duplicate record. Right now you have to go through them individually. That's a major task when you are looking at a substantial amount of possible duplicates.

HubSpot Employee
HubSpot Employee

This is a great idea!
It would be very useful to have a back up of the contacts we merge!

PaymentSavvy
Occasional Contributor

Yes!!! This is a must needed function to manage duplicates. We have many to work through and most are looking to be sticky fingers issues where an extra letter was added to the Contact Name or email address. It's definitely tedious working through it line by line to check which email address is valid. 

meghan-flannery
New Contributor

An export capabilitiy is much needed in order to manage duplicates. We have sales reps who own each contact in set of duplicates but they don't use HubSpot, so I need to be able to export for them to review and decide on the correct contact. 

 

 

GregoryB
New Contributor

Ye, it is a requirement for us as w use Hubpost for the marketing department and such information must be updated by our sales team and they do not have access to Hubspot. Exporting the list to xls will make the filtering easier instead of creating a custom field in contact and adding manually contact to a list to be exported. It is a lenghty process.

Optimize
New Contributor

The ability to create a list from duplicates will allow us to easily identify any email on the list that has bounced.  With that, we can purge the bounced emails. 

KenChis
Occasional Contributor

It would be even better to export in an email where they could click the contact to save/delete, that way you wouldn't need to figure it out when you get it back from them on a spreadsheet. 

SGV
Regular Contributor

Does Hubspot send this de-duplication report to the administrators?  I assumed so, because all of a sudden my boss has started emailing these to me.  Yeah, like I have the time to figure out what's going by looking at each individual  contact is efficient.  I'm just going to extract all of my contractsand sort them to see if I can get a better idea of what's happening with each contact on that list.  Then, I'll determine my course of action and go from there.

 

What makes this more complicated, is that I'm not the admin so will have continually go back to the list and try to remember where I left off.  Give the user more flexibility with this list.  It's quite valuable, but the the user is a bit hamstrung