Efficiently Merge Specific Duplicate Pairs with a CSV

You've always been able to use Insycle to deduplicate records at scale, but when you already know which records are duplicates, creating matching rules to find them again is unnecessary work. Now you can skip that step entirely.

A new CSV tab in Step 1 of the Merge Duplicates module allows you to upload a list of known duplicate pairs and merge them directly, with full control over which field values are retained. It works for any supported CRM, including HubSpot and Salesforce.

For example, if your team has found a set of duplicate account records through an external audit or data export, you can format those records as ID pairs in a CSV file and upload them directly into Merge Duplicates—without needing matching rules or custom CRM fields.

Learn more: Customize How Duplicates Are Merged Using a CSV