Hi all, we are facing a problem when we upload contacts through CSV. Although we have a field in our
Eleanna Ragkousi Posts: 2
Hi all, we are facing a problem when we upload contacts through CSV. Although we have a field in our file called company that we match with the Pipedrive field Name (Organisation) and fill in the exact same name and choose merge, we still get a new organisation created with the upload which we then have to manually merge with the existing one. Any ideas on why this is happening?
Mike van der Valk Posts: 4,059edited July 2022 #2
Are you also using the organization - address field? As you can read in this article the name alone is unfortunately not enough for the system to mark it as a duplicate and merge the data: https://support.pipedrive.com/hc/en-us/articles/208048865-How-does-Pipedrive-avoid-duplicates-during-import-0