When you import contacts into Keap (formerly known as Infusionsoft), it automatically creates unique contact records for every person on the list you added. 9 times out of 10, this is exactly what you’d want, but occasionally, you need to import contacts who are already in Keap.
How do I perform an Keap import without creating duplicates?
One option is to just import them as normal, then run a duplicate check, then review the duplicates, and merge. You can review and merge contacts individually, or, Infusionsoft actually has two built in options for merging contacts en masse.
Here are the steps for identifying and merging duplicates.
This isn’t a whole lot of work, but it does require a few extra steps; oh, and it breaks down if you have some contacts that you don’t want to merge.
So, that’s the problem right? Well, the good news is that there is an easier way, and it just involves a little excel magic known as the VLOOKUP.
If you’re good with excel, then this may be really basic for you, but I’m lousy with excel, so this is basically witchcraft for me. Rather than explain all the steps, I thought I’d record a quick video to show you each and every step:
This solution has saved my bacon more than a few times, and my hope is that it makes your life easier.
Basically, if you ever need to import contacts that you believe are already in Keap, this this tactic will allow you to do that without creating duplicates, and instead, will add the new information directly to the existing contact records, thereby keeping everything neat and tidy.
And if you want a take-away resource, download the step-by-step instructions below:
If you are looking to level up your Infusionsoft usage – check out my progression path of Keap training and education.
Or, for free tips and training – subscribe to the Monkeypod YouTube channel.