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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.”
The traditional export-to-Excel approach for merging duplicate contacts often results in data loss and formatting issues. You need a method that preserves all custom fields, properties, and relationships while streamlining the merge process.
Here’s how to merge duplicate contacts without the headaches of static exports and complex reimport processes.
Skip the export headaches with live data connections using Coefficient
CoefficientHubSpotInstead of wrestling with static Excel exports that lose data integrity,connects yourdata directly to Excel. This approach eliminates the three-stage export/Excel/import workflow that causes most data loss issues.
How to make it work
Step 1. Import live HubSpot contact data directly into Excel.
Use Coefficient’s import feature to pull all contact records with their complete field data. Apply filters to identify potential duplicates based on email, name, or company criteria. All custom fields and properties get automatically mapped and preserved.
Step 2. Create merge logic using spreadsheet formulas on live data.
Build formulas liketo prioritize non-empty values across duplicate records. Useto identify email and company duplicates. Coefficient’s Formula Auto Fill Down feature applies these rules across all duplicate sets automatically.
Step 3. Resolve conflicts with conditional formatting and scoring.
Highlight conflicts between duplicate records using conditional formatting. Create completeness scores by counting filled fields, then use formulas liketo find the most recently created duplicate for each group.
Step 4. Export merged data directly back to HubSpot.
Use Coefficient’s UPDATE action to modify existing master records with consolidated information. Apply the DELETE action to remove duplicate records while preserving all associations. This eliminates mapping errors and import format issues completely.
Clean data without the export circus
Start your free trialLive data connections preserve field integrity while sophisticated formulas handle complex merge logic automatically. Ready to streamline your duplicate management process?and merge contacts without losing a single data point.
