Easily Import Salesforce Leads and Contacts Without Creating Duplicates

When importing into Salesforce, one of the most common pain points is not knowing whether a person already exists in your CRM—and whether they're a Lead or a Contact. Without a way to check both object types at the same time, avoiding duplicates meant running separate comparisons and manually consolidating the results.

Insycle’s Magical Import now supports cross-object matching for Leads and Contacts for Salesforce. When importing into Leads, you can enable an Including Contacts toggle to match against Contacts as well. Likewise, when importing into Contacts, you can enable the Including Leads toggle to match against Leads as well.

Insycle searches across both object types simultaneously and returns a unified preview showing each record's type, so you can see exactly where every row stands before committing to an import. A Type column in the Preview and in CSV reports indicates whether each matched record is a Lead or Contact, giving you complete visibility into the results without leaving Insycle.

For example, you're importing a prospecting list from Sales Navigator. Some people on the list already exist as Contacts; others are Leads; and a few aren't in Salesforce at all. With cross-object matching enabled, Insycle identifies each one in a single pass, updates the existing record if a match is found, and creates a new Lead only for rows with no match in either object type—no manual cross-checking needed. It will also flag if duplicates are present in your database.

Learn more: Cross-Object Matching for Leads and Contacts in Magical Import