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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.”
Salesforce‘s Data Import Wizard only offers basic duplicate detection that often misses existing records, creating unwanted duplicates even when matching leads already exist in your system. The wizard lacks sophisticated matching logic beyond simple field comparisons.
Here’s how to prevent duplicate creation and update existing leads when importing Excel data.
Use upsert operations to prevent duplicates with Coefficient
Coefficientprovides upsert functionality that updates existing records or creates new ones based on External ID field matching. This prevents duplicate creation while allowing you to update existing lead information from your Excel file.
How to make it work
Step 1. Ensure your Excel data includes a reliable matching field.
Your Excel file should include email addresses, company names, or custom ID fields that can identify existing leads. Email is the most common and reliable matching field for lead records.
Step 2. Set up External ID fields in Salesforce.
In Salesforce Setup, mark your matching field (like Email) as an External ID if it isn’t already. This allows Coefficient to use it for duplicate detection and record matching during the upsert process.
Step 3. Import your Excel data to Google Sheets and connect Coefficient.
Upload your Excel file to Google Sheets and install Coefficient. Connect to your Salesforce org to access the upsert functionality.
Step 4. Configure the upsert action instead of insert.
In Coefficient’s export settings, select “Upsert” as your action type instead of “Insert.” Map your Excel matching column (email) to the External ID field in Salesforce.
Step 5. Preview to see update vs. create actions.
Run a preview to see which records will update existing leads versus create new ones. This shows you exactly how duplicate prevention will work before executing the import.
Maintain clean data with smart duplicate handling
Use CoefficientUpsert operations ensure data integrity while allowing you to update existing lead information without creating unwanted duplicates. This approach is far more sophisticated than basic duplicate detection.to handle duplicates intelligently during your Excel imports.
