Nathan Darnell Asked:

“If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have those existing contacts in the new file?”

The Answer:

No, importing a file of contacts into Agent CRM will not duplicate or remove existing contacts. The system is designed to consolidate information and prevent duplicates as long as the contacts share the same email address or phone number.

How Agent CRM Handles Contact Imports

1. Preventing Duplicates

When you import a new file:

  • Matching Criteria: Agent CRM checks for contacts with the same email address or phone number.
  • Consolidation: If a match is found, the system will update the existing contact by merging the new information with the old.

2. Retaining Existing Contacts

  • Contacts that are not in the imported file remain untouched in your account.
  • The import process only updates or adds new entries, ensuring your current contact list stays intact.

Pro Tips for Managing Contact Imports

  1. Clean Your Data:
    • Before importing, check for duplicate entries in your file and remove inconsistencies like missing or invalid email addresses.
  2. Test with a Small Batch:
    • Import a small portion of your contact list first to confirm the process works as expected.
  3. Use Tags for Organization:
    • Apply a tag (e.g., “New Import”) to the contacts in your file during the import process for easy identification and management.
  4. Monitor Consolidation:
    • After the import, check updated contacts to ensure the correct information has been merged.

Learn More

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