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Duplicate contacts create chaos in your CRM, leading to fragmented customer data and confused sales teams. Basic CSV imports often create duplicates because they can’t identify existing records or merge conflicting information intelligently.
Here’s how to identify, clean, and merge duplicates before import using deduplication logic and UPSERT operations that prevent duplicate creation entirely.
Prevent duplicates with intelligent deduplication and UPSERT operations using Coefficient
Coefficientprovides superior duplicate handling through deduplication capabilities and UPSERT functionality that prevents duplicate creation during import. The key advantage is cleaning and standardizing data before export, then using smart update operations that merge rather than duplicate records.
How to make it work
Step 1. Identify potential duplicates using spreadsheet formulas.
SalesforceSalesforceUse COUNTIFS, VLOOKUP, and conditional formatting in Google Sheets or Excel to identify potential duplicates by email, phone, or name combinations. Create formulas that flag records with matching key identifiers so you can review them before importing toor.
Step 2. Apply deduplication logic to determine record priority.
Use Coefficient’s filtering capabilities to isolate duplicate records for review. Create conditional logic that determines which version of duplicate records to keep based on data completeness, recency, or other business rules. This systematic approach ensures consistent duplicate resolution.
Step 3. Clean and standardize data formats.
Standardize email formats, phone numbers, and name fields using spreadsheet formulas before export. Consistent formatting improves duplicate detection and ensures your destination system can properly identify matching records during the import process.
Step 4. Configure UPSERT operations with External ID fields.
Set up External ID fields for reliable duplicate detection and use Coefficient’s UPSERT export mode to update existing contacts rather than creating duplicates. UPSERT operations check for existing records first, then either update them or create new ones as needed.
Step 5. Preview changes before final export.
Use Coefficient’s preview functionality to see exactly what will happen to each record before export. The preview shows which records will be updated versus created, letting you verify that duplicate handling logic works correctly before making permanent changes.
Keep your CRM clean from the start
Start cleaningPreventing duplicates during import is much easier than cleaning them up afterward. With proper deduplication logic and UPSERT operations, you can ensure clean data imports that maintain CRM integrity from day one.your import data today.
