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How does Pipedrive avoid duplicates during import?


Obviously you may have Person Contacts that have the same name, right?
Whenever you run an import in Pipedrive, you'll be given the option to have Pipedrive recognize and merge duplicates together.
You can also choose to bypass this merging step.



Note: Only People & Organizations can be merged in Pipedrive through the import function. Deals have no duplicate detection, as Pipedrive is designed to allow multiple deals for the same contact.

Not sure which is right for you? Well let's talk about how exactly Pipedrive searches for duplicates and how it handles them.

People

After a Name has been recognized in the import, Pipedrive looks for the following information to determine if it is a duplicate record:

  • Person - Organization
  • Person - Phone
  • Person - Email

If Pipedrive finds that ANY of those three fields match previously established People within the Pipedrive database, it will instead map any unique data onto the previously-established Person.
 

Organizations

After a Name has been recognized in the import, Pipedrive looks for the following information to determine if it is a duplicate record:

  • Organization - Address

You can have Organizations with the same name, as long as you always specify the Address field as well. If the address matches the previously-established Organization with the same name, then it will again map any unique additional data onto the previously established Organization.
 

Example

So let’s take this spreadsheet, for example: let’s say you import this list of Contact People that all have the same name — a whole pack of Jon Snows. You'd eventually end up with two Jon Snows, because matching criteria was found in three of the same rows.