)
Written by
Table of Contents
“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.”
Duplicate customer records multiply when syncing NetSuite with multiple CRM systems, creating data integrity issues that standard duplicate detection tools can’t effectively identify or resolve.
This guide shows you how to implement advanced duplicate detection that goes beyond basic matching to identify complex duplication patterns created by multi-system sync processes.
Implement advanced duplicate detection using Coefficient
NetSuite’s standard duplicate detection only works for internal records and can’t identify duplicates created by CRM sync processes. Coefficient provides comprehensive duplicate analysis through advanced data filtering and cross-system comparison capabilities.
How to make it work
Step 1. Create comprehensive customer data imports.
Use Records & Lists to import NetSuite customer records with all identifying fields including email, phone, company name, and custom CRM identifier fields. The 100,000 row limit allows analysis of large customer databases, while custom field access reveals CRM-specific identifiers that indicate duplicate creation from sync processes.
Step 2. Build SuiteQL queries for multi-criteria duplicate detection.
Write custom queries to identify potential duplicates based on multiple criteria that standard searches miss. Use queries like “SELECT customer.entityid, customer.email, customer.phone, customer.companyname FROM customer WHERE email IN (SELECT email FROM customer GROUP BY email HAVING COUNT(*) > 1)” to find email-based duplicates, then expand to include phone and company name matching.
Step 3. Apply complex filtering for suspicious patterns.
Use AND/OR logic filters to isolate duplicate patterns like customers with identical addresses but different names, or multiple records with the same external CRM ID. Apply filters such as “billaddr1 = [specific address] AND entityid != [original customer]” to identify address-based duplicates that sync processes commonly create.
Step 4. Set up automated monitoring for new duplicates.
Configure daily automated refreshes to continuously monitor for new duplicates created by ongoing sync processes. Use the real-time preview feature to verify potential duplicates before taking action, with drag-and-drop column reordering to prioritize key identifying fields for quick duplicate confirmation.
Maintain clean customer data across all systems
Resolving duplicate customer records requires detection capabilities that go far beyond standard NetSuite functionality. With comprehensive monitoring and advanced filtering, you can prevent duplicate proliferation and maintain data integrity across all your integrated systems. Start cleaning your customer data today.
