Uniqueness / duplicates
Posted: Thu Jan 30, 2025 9:11 am
Before you import a file with a large number of contacts, you should roughly check whether there are duplicates of the same person. In individual cases, you can easily correct this later in the CRM system , but if there are a large number of duplicates , you should correct this before importing. In most Excel versions, it is possible to search for duplicates and clean up the list of duplicates without any in-depth knowledge. You can find good instructions for Microsoft Excel here .
For a quick overview, however, it is usually sufficient to sort the rows by the column with the last name, thus ensuring at least a little more order . You can select the sorting function via the "Data" tab in your Excel. With "Custom Sorting" you can specify the column that contains the last names. This should make it easy to detect and remove any duplicates.
If you follow these points, the subsequent import will take place in no time. In CentralStationCRM, this is done in two steps.
Upload the Excel file with as dominican republic telegram screening many data records as you want to your account and then check the assignment of the fields that we have already made.
After you have sent the import order, the file will be processed and imported. You will then receive a detailed message if individual people could not be imported due to missing surnames. Companies that were assigned to your people are also created directly and will later contain all people with the same company name.
For a quick overview, however, it is usually sufficient to sort the rows by the column with the last name, thus ensuring at least a little more order . You can select the sorting function via the "Data" tab in your Excel. With "Custom Sorting" you can specify the column that contains the last names. This should make it easy to detect and remove any duplicates.
If you follow these points, the subsequent import will take place in no time. In CentralStationCRM, this is done in two steps.
Upload the Excel file with as dominican republic telegram screening many data records as you want to your account and then check the assignment of the fields that we have already made.
After you have sent the import order, the file will be processed and imported. You will then receive a detailed message if individual people could not be imported due to missing surnames. Companies that were assigned to your people are also created directly and will later contain all people with the same company name.