How to Mass Merge contact records using a CSV file

mass-update.com

Created with Sketch.

Mass merge using csv file

Mass Merge contact records using a CSV file:

  1. Create a custom field that will hold the GroupID (use the master record ID as the value for 2+ duplicate records).
  2. Update the GROUPID field for the relevant records using your CSV (import the CSV file with the update option, use DataLoader, or use ZaapIT’s import for that).
  3. Create a merge job with ZaapIT, using the GROUPID field as the main criteria.

 

Leave a Reply

Your email address will not be published. Required fields are marked *

Skip to content