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DOuriachi
Contributor

bulk merge duplicate transactions

SOLVE

Hello everyone

 

After an import of our database from Salesforce to Hubspot (Sales Pro Hub), we have found ourselves with several transactions that are duplicates. Looks like through the import, a transaction has been created for each contact of a company rather than kept them together.

 

Is there a way to bulk merge 20 transactions together or do I have to go through this 😑 manually ?

Thank you

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

bulk merge duplicate transactions

SOLVE

Hi @DOuriachi,

 

HubSpot does not have a bulk merge option out of the box. There are however integrations that you could look into, e.g. Insycle, to automate deduplication.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
DOuriachi
Contributor

bulk merge duplicate transactions

SOLVE

Thank you so much Karsten ! I'll try it

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

bulk merge duplicate transactions

SOLVE

Hi @DOuriachi,

 

HubSpot does not have a bulk merge option out of the box. There are however integrations that you could look into, e.g. Insycle, to automate deduplication.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.