Merging Duplicates from a List You Already Have

To upload known duplicates to the Merge Duplicates module in Insycle, your CSV file must include a header row with exactly two column names: ID_1 and ID_2. Each subsequent row must contain the record IDs of one duplicate pair. Any additional columns in the file are ignored — Insycle only processes the ID_1 and ID_2 columns.

Note: Values must be at least 4 characters long to be recognized. Record IDs shorter than 4 characters will not be processed.

The image above shows a CSV file open in a spreadsheet application, showing a header row with ID_1 and ID_2 columns and several rows of record ID pairs below

Uploading a CSV in Step 1 of the Merge Duplicates module replaces Insycle’s field-based duplicate detection with your own list of duplicate record ID pairs, for any object type in your connected HubSpot or Salesforce database.

1. Navigate to Data Management > Merge Duplicates and select your database and object type.
   1. In Step 1. Find Duplicates, click the CSV tab.
2. Click Upload and select your file.

Once uploaded, Insycle validates that the record IDs in the file exist in your CRM. Rows with invalid or missing record IDs are skipped and will not appear in Step 2.

The image above shows Step 1. Find Duplicates of the Merge Duplicates module, with the CSV tab selected and the Upload button visible.

After uploading your CSV, continue through the remaining steps to configure and run the merge:

1. In Step 2, review the duplicate groups Insycle has assembled from your CSV pairs to confirm the records look correct before proceeding.
2. In Step 3, configure your master selection rules on the Master tab and any field data retention rules on the Fields tab. 
3. In Step 4, run in Preview mode first to verify the merge results, then switch to Update mode to apply the changes to your CRM. See Running Your Merge.

If valid CRM record IDs from your CSV do not appear in Step 2. Review Duplicates of the Merge Duplicates module after you upload the file, first check the record IDs in your CSV. Insycle skips rows with invalid or missing record IDs, and it does not process any ID shorter than 4 characters.

If the IDs in your CSV are valid and still do not appear, your Insycle data may not yet be synchronized with your CRM. Navigate to Settings > Accounts and trigger an incremental sync. If the records still do not appear after syncing, contact Insycle Support to request a full sync.