New feature: Bulk Merge for Duplicates

Yunhui

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
Jul 31, 2020

Hi, @neil2 that's an interesting request. I just flagged it with the Salesforce Sync team. Is there a reason their dashboards can't help you solve that issue? 

 

@willerdmann I'm sorry you feel that way. The long response time to this issue is on me. If you want to discuss more I'm happy to set up some time to chat.

Status updated to: Not Currently Planned
Jul 29, 2020

Hey HubSpot community,

 

Our team has investigated this issue and decided not to work on this feature in the next quarter or two. We will revisit after that. Our current tool needs some work to be reliable before we can add new features (you may see some big reliability changes coming soon). 

 

We want to do bulk merge right and don't feel we are in a good position to do so at this current moment. Additionally, we have many app partners who can perform this service at higher volumes. I am happy to go into the logic more if you all have questions.

 

I personally have talked to many people experiencing this issue. Reliability concerns are just as big as bulk merge and I'm very hesitant to introduce a bad product experience around destructive actions. I don't believe that is the customer experience you all deserve. 

Status updated to: In Planning
May 20, 2020

Hi Community! 

 

I'm going to move this to "In Planning" our team is looking into the best way to deliver on quicker merging. I will update the issue when we know more. 


Best,

Ian

96 Replies
kahlew
Member

We need this bulk dup merge feature. We waste way too much time merging records one by one. 

Duncxz
Participant

Can we at least get it so that you can select two to merge from a contacts list and merge without having to go in to one contact and then go find the other contact and click merge, very slow,

 

Needs more features at the top level,

for example being able to select contacts and just select to add to the don't log emails 'exclude' list

JenNS1
Contributor

YES! Would really like this as well. We don't want to make time to merge one by one.

andrewmartin
Member

Agree - Definitely need bulk merge tool. 

In the interim - If not ready for bulk merge yet, perhaps:

 

1 - multiple select tool - which allows to tick multiple contacts at once to merge or dismiss

AlexanderC
Participant

Hi, we need this automatic Merge too.

We've got a lot of mails from a chat system with from-email-adresses with a specific pattern.

It would be nice to merge these contacts/conversations on arrival based on a rule.

If from-email like '@xyz.com' (regular expression) --> check part of the mailadress to match with existing mailadress via regular expression.

adress 1 12345-SomethingDifferent@domain.com

adress 2 12345-OtherDifferentString@domain.com

Thats the same contact.

 

Thanks

Alexander

warrendavey
Top Contributor | Platinum Partner

This would help with larger clients that have large amounts of data that need merging.

Nori-RoarB2B
Member

Definitely, this would be really helpful.  Also when we merge it would be nice to choose which account, we want to keep as the main account because currently, the main account will be the one that someone updated recently 

AUntracht
Member

this is one of the reasons i upgrade to pro. i was told this was already available. 

Mattyi
Member

Can we please have this implemented?

 

It's a bit daft that users have to spend hours manually combing through duplicates and merging by hand.

 

The whole idea of CRM is to boost productivity isn't it?

jgillan
Member

Yes please! quicker merging just by clicking one button instead of having the pop up, maybe on the duplicates page to display all the contact data you can see in the pop up and click the one you want to keep or dismiss. Also in other merge community posts please merge all the data, deals, together into one so nothing is lost in the merge.

KMellert
Member

I'd like to see an export feature for duplicates.

NoSales
Member

If not this , how baout PREVENTING DUPLICATES in the first place!?!?!?  One or the other.. NOW!!!!

CJactat
Member

Hey Hubspot Product Team, 

Do you have any update on this feature? 
I would love to see this implementation asap as my number of duplicates is growing and will not stop. 

Thanks

CraigA
Participant

I am notified I have over 1800 duplicate companies.  In going through them one by one, I find that most of them are the same handful of companies: Riteaid, Riteaid of New York, CVS, and so on.  Each of these duplicate comparisions has only one or two contacts associated with them, though over the course of the many same company merges, there must be many, many contacts from one company.  Many of these do not seem to have a domain.

 

I don't know what the difficulties are in merging these automatically, but I wonder what happens if I ignore the duplicates and just live with the fact there are too many duplicates to manually fix.  Is this a problem?  How about some education from the experts here, eh?

MHamad
Member

@ianleaman Is there an update on this?  The current manual merging functionality is incredibly time-consuming and is seriously impacting our productivity. This is clearly a widespread issue for Hubspot users and is a major barrier for onboarding into Hubspot. 

 

The ideal setup for us would be to check all the records we want to merge together in a view (similar to the bulk delete), and to select one of them as a master record. When the merge occurs, properties in the final record should default to the value from the master record. For properties that are blank in the master, the final record should take the most recently updated value from all the other records.  

 

 

RShatil
Member

Has there been an update on this?