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Clayton FerrerClayton Ferrer 

Export and then Import - Want to avoid duplicates!

Hello! I wanted to export my entire lead database into excel in order to make revisions within fields (easier than one by one editing leads). I need to change contact name into first and last; Mutiple email addresses in one field into separate fields, etc. My issue is once I import those leads that have been cleaned up back into SF, how do I avoid every lead having a duplicate? I just want the revised leads to remain. Thank you!

kaustav goswamikaustav goswami
You have taken an export of all the leads. You have also made sure that the data is now clean. So why not delete the existing records in salesforce and then load the clean data?

Thanks,
Kaustav
Matthew MorrisMatthew Morris
Make sure that you include the ID field in your export.  You will then be able to use it to update records back to SFDC when you are done cleaning.
When working in Excel, keep a list of the leads which you wish to discard (the ones which you merged into another lead, or ones which are of poor quality).
Then use the IDs of these leads to (carefully) delete them from the Salesforce database.

HTH