How to find and merge HubSpot duplicates based on custom SKU fields

using Coefficient excel Add-in (500k+ users)

Find and merge HubSpot duplicates using custom SKU fields. Set up automated detection, intelligent merging, and inventory consolidation workflows.

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Product catalog management requires precise SKU duplicate detection and merging capabilities that extend far beyond HubSpot’s standard deduplication tools.

Here’s how to set up comprehensive SKU-based duplicate identification with intelligent merging workflows that preserve critical business relationships and historical data.

Build comprehensive SKU duplicate detection using Coefficient

Coefficient enables sophisticated SKU-based duplicate identification and merging workflows for product-centric businesses. You can detect exact matches, analyze patterns, validate across objects, and automate intelligent merging that preserves associations in HubSpot and HubSpot .

How to make it work

Step 1. Import comprehensive product data with SKU fields.

Import relevant objects (products, deals, companies) containing SKU custom fields. Include associated data like product categories, pricing, and inventory levels. Apply filtering to focus on active products and exclude discontinued items for cleaner analysis.

Step 2. Create advanced SKU validation formulas.

Use =COUNTIF($C$2:$C$1000,C2)>1 for exact SKU matches. Create pattern analysis to detect similar SKUs with variations (ABC123 vs ABC-123) using text manipulation functions. Set up cross-object validation to identify SKUs appearing in both product and deal records.

Step 3. Set up intelligent merging strategy.

Create data consolidation rules that prioritize most recent product information or highest inventory counts. Use Coefficient’s snapshots before merging for audit purposes. Flag price discrepancies where identical SKUs have different pricing for manual review.

Step 4. Execute automated merging workflow.

Rank duplicates by sales volume, recency, or data completeness for systematic processing. Use Coefficient’s UPDATE actions to merge data back to HubSpot while preserving deal associations and quote relationships. Set up validation checking to verify successful merges.

Transform manual SKU management into automated optimization

This comprehensive approach maintains product catalog integrity while preserving critical business relationships and historical data. Start optimizing your product catalog with automated SKU duplicate detection and intelligent merging.

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