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How does Pipedrive avoid duplicates during import?

The chance always exists that you may have Person Contacts with the same name, like John Smith.
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.

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Note: If you are concerned with duplicates in Pipedrive, you may be interested in the Merge Duplicates feature within Pipedrive. To learn more about that feature, click here

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

Deals

As the nature of sales is that you may have multiple deals with the same name with the same person or organization at the same time, there is no duplicate identifier for deals in Pipedrive.

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.