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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Duplicate detection during contact imports is critical, but Excel templates only show duplicate errors after failed imports. You need real-time validation that checks for existing contacts before submission to prevent duplicate creation entirely.
Here’s how to implement effective duplicate detection that works before you submit data to your CRM.
Prevent contact duplicates using Coefficient
Coefficient’sdirect CRM connection enables real-time duplicate checking before data submission, eliminating the trial-and-error process common with static Excel templates that only detect duplicates after failed imports.
HubSpotWhen importing 500 new contacts where 150 might already exist in your CRM,integration identifies these duplicates beforehand and provides options for handling them, whereas static templates would require manual duplicate resolution after failed imports.
How to make it work
Step 1. Import existing contact database to identify potential duplicates.
Pull your current contact list to create a reference for duplicate checking. This gives you a complete dataset to compare against when preparing new contact imports.
Step 2. Set up duplicate identification formulas in Excel.
Create VLOOKUP or INDEX/MATCH formulas that check email addresses, phone numbers, and name combinations against your existing contact data. Use conditional formatting to highlight potential duplicates before export.
Step 3. Configure conditional processing for duplicate handling.
Set up conditional export logic that handles duplicates appropriately – either skip duplicates entirely or update existing contacts with new information. Use validation columns to control which records get processed.
Step 4. Use multi-field matching for sophisticated duplicate detection.
Configure duplicate detection using combinations of email, phone, and name rather than single-field matching. This catches duplicates that might have slight variations in one field but are clearly the same contact.
Step 5. Implement UPDATE actions for existing contacts.
For identified duplicates, use Coefficient’s UPDATE action to modify existing contacts with new information rather than creating duplicates. This ensures data freshness while preventing duplicate records.
Import contacts without creating duplicates
Start importingReal-time duplicate detection and flexible handling options provide comprehensive duplicate prevention that surpasses static template capabilities.contacts with confidence in your duplicate prevention strategy.
