HubSpot Ideas

Yunhui

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
July 31, 2020 06:18 AM

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.

Not Currently Planned
July 29, 2020 02:53 PM

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. 

In Planning
May 20, 2020 01:27 PM

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

152 Replies
ALevine
Member

this needs to happen now

DLentjes
Participant

Please implement! Would be great for enterprises which have 1000´s of duplicates. 

PatrikRosen
Member

We "just" have 700 duplicates , but I cant sit merge them one by one (obviously...) and at the same time we need to decrease our contact numbers to not  get hit by a pretty substantial cost. 

Hagland
Participant

@ianleaman It's been a couple years since your last message saying you moved it to planning, any updates for us?

TZinke
Member

@ianleaman Any updates on adding Bulk Merge as a feature. Would be fantastic!

stephanderson
Member

Upvote! In our implementation of hubspot we are bringing together 3 separate crms and have more than 1000k duplicate contacts alone, it would be amazing to have a bulk merge tool. 

ThaisCampbell
HubSpot Moderator

We would love this feature! 

MJack
Member

We definitely need this feature. We recently had over 2000 duplicate companies created (I believe in error). It's far to time consuming to merge each one. 

shafqat01
Member

Its still in pending not able to merge contacts in bulk.

warrendavey
Top Contributor | Diamond Partner

@shafqat01 - You should be able to use the new mass merge if you are in the beta and have the proper license: Operations Hub Professional and Enterprise only

 

You can find details of this tool at the bottom of this article: https://knowledge.hubspot.com/crm-setup/deduplication-of-contacts-companies-deals-tickets

 

Also, if you don't have these tools, our firm can do this with programming tools we've developed outside of HubSpot. 

stephanderson
Member

The problem I had with Operations hub mass deduping is that you can't sort by any particular field, so if you have lots of dupes they will be scatterd across many pages of duplicate listings. But maybe I wasn't doing it right. We found success with Deduply. You can dedupe by any field, even custom fields and you can automate it.

warrendavey
Top Contributor | Diamond Partner

@stephanderson - I'm so glad you found a solution. 

As HubSpot grows and becomes more sophisticated, you will see these types of tools progress further.  When I worked on Salesforce implementations in 2015, this was not a capability within their system.  HubSpot is tackling these types of significant data structures early on.