Checking for potential duplicates when importing lists

Tatiana Bazzi
Tatiana Bazzi Member Posts: 11
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Especially in acquisition campaigns it happens that we use the import data feature to add new person, organization, deal, activity for hundreds of records all at once.

The lists we import sometimes include organizations we are already in touch with and that we don't want to push into our acquisition process but unfortunately their name is not written exactly as we saved it in Pipedrive. Therefore this records pass the duplicates check run during the import data process as we don't have other fields to help this check be more effective.

The result is that we have to go though a long process of matching our current contacts in Pipedrive with every new list we want to import. This needs to be done outside Pipedrive using for example Excel or Numbers. 

It would be amazing if Pipedrive could run a similarity check on the database as an intermidiate step while importing data.

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited April 2022 #2

    Pipedrive currently cannot do this while running the upload, but assists in the process AFTER the upload [and helping identify & merge duplicates] 

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,239
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    PRODUCT MANAGER
    edited February 2022 #3

    Hi @Tatiana Bazzi

    By default the duplication rules for organizations is name & address however, if you contact our support they can also change these rules for you. You could for example set up that in your account duplicates get only checked on address or on something you've entered in a custom field.

    Is there a field from your spreadsheet you know for sure matches those in Pipedrive? If so you can ask our support to customize the rules for your specific account in Pipedrive.

    Hope it helps!

  • Tatiana Bazzi
    Tatiana Bazzi Member Posts: 11
    Third Anniversary First Comment Photogenic
    edited March 2020 #4

    Hi @Tatiana Bazzi

    By default the duplication rules for organizations is name & address however, if you contact our support they can also change these rules for you. You could for example set up that in your account duplicates get only checked on address or on something you've entered in a custom field.

    Is there a field from your spreadsheet you know for sure matches those in Pipedrive? If so you can ask our support to customize the rules for your specific account in Pipedrive.

    Hope it helps!

    I've contacted the support, but nothing could be done.

    As I said, we don't have any field that could match 100%.

    We need something that checks for potential duplicate companies looking for similar names or organizations containing part of the words/characters. With a reasonable range of error of course so then we could manually remove the real duplicates from the import.

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,239
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    PRODUCT MANAGER
    edited April 2020 #5

    Hi @Tatiana Bazzi

    By default the duplication rules for organizations is name & address however, if you contact our support they can also change these rules for you. You could for example set up that in your account duplicates get only checked on address or on something you've entered in a custom field.

    Is there a field from your spreadsheet you know for sure matches those in Pipedrive? If so you can ask our support to customize the rules for your specific account in Pipedrive.

    Hope it helps!

    Thanks @Tatiana Bazzi I've passed on the feedback. Unfortunately right now it would only work to do it manually or perhaps Dedupely can help with this. @Clinton Skakun is this part of your service?

  • Joe Warbington
    Joe Warbington Member Posts: 1
    edited April 2020 #6

    Hi @Tatiana Bazzi

    By default the duplication rules for organizations is name & address however, if you contact our support they can also change these rules for you. You could for example set up that in your account duplicates get only checked on address or on something you've entered in a custom field.

    Is there a field from your spreadsheet you know for sure matches those in Pipedrive? If so you can ask our support to customize the rules for your specific account in Pipedrive.

    Hope it helps!

    Please look at enhancing the Merge Duplicates page with the ability to multi-select people or merge ALL of the contacts. Too time consuming to individually merge people when it's caused by an import of contacts. 

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,239
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited April 2020 #7

    Hi @Tatiana Bazzi

    By default the duplication rules for organizations is name & address however, if you contact our support they can also change these rules for you. You could for example set up that in your account duplicates get only checked on address or on something you've entered in a custom field.

    Is there a field from your spreadsheet you know for sure matches those in Pipedrive? If so you can ask our support to customize the rules for your specific account in Pipedrive.

    Hope it helps!

    @Joe Warbington thanks for that addition, will add that to Tatiana's feedback for our team :) 

  • Ryan Bozeman
    Ryan Bozeman Member Posts: 13
    Third Anniversary 10 Comments Name Dropper Integration Partner
    edited July 26 #8

    @Tatiana Bazzi Absolutely, this suggestion would be beneficial. Count me in as another supporter of this idea. It would be great to have more control over how Pipedrive identifies duplicates.

    Just to add, Insycle, the company I work for, offers the ability to select any "identity field" when importing data. This feature helps recognize records that already exist in Pipedrive, providing a significant amount of control over identifying duplicates during the import process.

    After the import, Insycle allows you to use any field as a potential matching field for duplicates, selectively ignore data in a field, and decide how data is preserved in the master record on a per-field basis.

    Hope that helps!