New feature: Bulk Merge for Duplicates

Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. 

 

I'm wondering if there's a better way for us instead of deduplicating one by one, which is literally unrealistic for enterprise users with mass contacts. In our case, we have 1890 duplicates for contacts, which requires going through 1890 times of deduplicates.

 

New feature request: Bulk Merge 

HubSpot updates
23 Replies
KeyWestScott
Advisor

Furthermore, one of the properties that is used to identify? a contact is Last Activity Date.  Defined as:

 

Last activity date: the last date and time of a note, call, sales email, meeting, or task on the contact's record. This is set automatically by HubSpot based on the date/time set for an activity when it's logged on the record. For example, if a user logs a call today for a call that occurred previously, the Last activity date property in the record will show today's date.

 

For a B2C that sells or processes thousands of deals a day, solely online, this is a useless criteria.  We typically will never see our customer until the day of service.

 

How about a more objective criteria?  Or better yet, since everyones definition is different, let US choose the criteria???  For Example, Last Page View, last email click/open, etc?????

 

Scott

HubSpot Employee
HubSpot Employee

i agree this should be implemented!

dan6392
Regular Contributor

I agree - this should be implemented. I just learned of it, and realized I have over 1,000 duplicate contact records. No time to do every one manually!

Yunhui
Occasional Contributor

Exactly. We experience the same, and it's really time-consuming. Even though for some duplicates you don't want to merge, there's no quick way to edit company name from the view to differentiate duplicates.  Since it's a new feature, I guess HS is working hard on improving the user experience and features. 

GiovannaVallin
Occasional Contributor

We need this too! We have a 70k base, it impossible to do so one by one

SanneB
New Contributor

At the moment it's realy time consuming to merge the individual contacts so please implement this feature!

JacobSeedlink
New Contributor

I can't upvote this idea enough. 

We just recently transferred from a different CRM system, and we discovered a large number of duplicates. 

We had to merge 2,883 companies one by one. This took us 56 (painful) hours to complete. Of those 2,883, around 900 of them were exactly same name duplicates with no owners. 

This would be a tremendous help. 

tamgraves
New Contributor

Totally agree with this!  And if we could pull more columns into the pain we could easily eyeball without having to click into yet another window.

segmed
Regular Visitor

We really need this feature too.

Christina-Wyn
New Member

Pleeeeeeeeeeeeeeease, Please. And if I can stress more, Pleeeeeeease add this bulk merge feature

Tstewart7332
New Contributor

Yes, I completely agree.  Even if you could select the right account from the list rather than having to click each one and go to a 2nd screen to identify the target and merge. Just list them side by side in a list where you can select all and edit the ones that don't default correctly.

For example,  Stanford University   stanford.com [ ]       Stanford University   mail.stanford.com [ ]    

                          ABC Company                  abc.com [ ]        ABC Company             health.abc.com [ ]

                          Merge    

You could have 100 companies on a page, select all, scan the list and make the appropriate changes then select merge.  Even with machine learning, you have to have a selection process.  The way itis now creates a bottleneck when you have to go to the next screen on each account.

 

Ivy
New Contributor

Supporting the idea of bulk merge! it would be a pain to go through the duplicates one by one when the data is huge.

alexsander
New Member

Please make this happen! 

rwong
Regular Contributor

Upvoting this on behalf of a customer! It'd be great if there's an option to do this - something as simple as checkboxes next to the pair of duplicates and a reminder message (e.g. "You're about to dismiss/merge 50 contacts") will be really useful to speed up this process Smiley Happy

veronicapgg
New Contributor

I'm going through 1300+ duplicates and I can't believe there's no bulk merge.

PLEASE implement it!

Aarochang
New Member

YES PLEASE. I have several thousand dups to parse through and while I'm in merging **bleep** right now, this would be a great feature to have for anyone else that has this problem.

maryfett
New Contributor

I can't believe this isn't an option. We just moved from Salesforce and there are many duplicates.  I cannot figure out why there isn't a mechanism to detect this and solve.

is_ppce
Visitor

Upvote!

Cnadler Regular Contributor | Gold Partner
Regular Contributor | Gold Partner

Agreed

ck2018
New Contributor

If you’re open to using a third-party app, check out the new App Marketplace for solutions. I work for Insycle and with our app you can identify duplicates by any field and bulk merge them using flexible rules to make sure the right master record is picked. You can also generate a CSV report of the duplicates, run bulk merge in “Preview” before they go live, and automate the deduplication process.

 

HubSpot built an open platform to help businesses discover tools, improve customer experiences, and grow better. As part of HubSpot's "all-on-one" platform, the Insycle product complements and augments customer data management in HubSpot.

 

Here is a short video showing how the Insycle deduplication process works.