Merging Duplicates from a List You Already Have

The CSV must include a header row with exactly two column names: ID_1 and ID_2. Each subsequent row should 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

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

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

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.

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.

If records you know exist in your CRM are not appearing after upload, your Insycle data may not yet reflect the most current state of 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.