How to remove duplicates from import file in Excel before CRM import
Before you import your file into OnePageCRM, it's recommended that all duplicate contacts be removed. To check if there are any duplicates in your import file, apply the following operation in Excel:
- Tick the My data has headers to exclude the column headers from this operation.
- Under Columns, select one or more columns that might contain duplicates.
Notes:
- To quickly select all columns, click Select All.
- To quickly clear all columns, click Unselect All.
- If the range of cells or table contains many columns and you want to only select a few columns, you may find it easier to click Unselect All, and then under Columns, select those columns.
Notes:
- When you remove duplicate values, only the values in the range of cells or the table are affected. Any other values outside the range of cells or the table are not altered or moved.
- Because you are permanently deleting data, it's a good idea to copy the original range of cells or the table to another worksheet or workbook before removing duplicate values.
- Analogical functionality is available in Google Sheets. Click on the Data → from the dropdown select Data clean-up → click Remove duplicates.