Import2’s duplicate detection errors occur because it can’t determine whether to update existing records or create new ones, especially when data formatting prevents proper duplicate matching.
Here’s how to prevent these errors and manage duplicates effectively during your Excel to HubSpot import.
Prevent duplicate detection errors using Coefficient
CoefficientHubSpoteliminates duplicate detection errors by letting you see existingdata alongside your Excel data before importing. This visibility lets you decide whether to update existing records or create new ones.
Instead of Import2’s black-box duplicate handling, you get complete control over how duplicates are managed through UPDATE and INSERT actions.
How to make it work
Step 1. Import existing HubSpot contacts to compare with Excel data.
Pull your current HubSpot contacts into Excel using Coefficient. This creates a side-by-side view of existing records and your new Excel data, making duplicate identification straightforward.
Step 2. Use Excel formulas to identify duplicates and updates.
Create formulas that compare email addresses, names, or other unique identifiers between your existing HubSpot data and new Excel data. Flag records as “UPDATE” for existing contacts or “INSERT” for genuinely new ones.
Step 3. Clean and deduplicate data within Excel.
Use Excel’s built-in deduplication tools and formulas to resolve duplicate issues before syncing. This prevents duplicate errors from occurring during the import process.
Step 4. Execute targeted exports based on your duplicate resolution logic.
Use Coefficient’s conditional export feature to UPDATE existing records and INSERT only new contacts. Apply conditional logic so only records flagged as “UPDATE” or “INSERT” are processed accordingly.
Turn duplicate detection into data quality management
Try CoefficientDuplicate detection doesn’t have to block your imports. With proper visibility into existing data and control over update logic, you can manage duplicates proactively rather than reactively.to eliminate duplicate detection errors.