We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

HubSpot Ideas

Search HubSpot Ideas or Create Idea
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Status: Idea Submitted
Amy_Brierley
Submitted by on ‎Jul 5, 2022 10:38 AM

Merge Contacts During Import

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.

See more ideas labeled with:
2 Replies
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner
‎Jul 7, 2022 5:31 PM

The more complex imports become, the more important this kind of functionality becomes. Good idea! 

lukedringoli
Member
‎Nov 3, 2022 2:41 PM

+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. https://legacydocs.hubspot.com/docs/methods/contacts/merge-contacts