Import and duplicates

Import brings your people or companies from a CSV file. Duplicates are records that may be the same person: Komplian points them out and you decide whether to merge them.

CSV file

From Komplian, HubSpot, Salesforce or any tool.

Match columns

Automatic for known files. A name is required.

Preview

New, updates, repeated and without a name.

Import

Same email or phone updates, never duplicates.

Importing people or companies

Import a CSV

Open the importer

In Contacts → People or Contacts → Companies, press Import. You can also use Options → Import CSV.

Choose the file

Drop a CSV or press Choose file. Komplian shows how many rows it found. Files exported from Komplian, HubSpot or Salesforce are recognised automatically.

Match the columns

Under Columns, pick the Komplian field for each File column, or Ignore it. Match one column to Name. For people, you can match two instead, to First name and Last name.

Check the preview

The Preview counts the rows that are new, that will update existing records, that are repeated in the file and that are without a name.

Import

Press Import N rows. At the end, Import finished shows how many were created, how many were merged into existing records and which rows could not be imported, with the reason.

Fields you can import

People	Companies
Name, First name, Last name	Name
Email, Phone	Domain
Company	Owner
Job title, City	Employees, Annual revenue
LinkedIn, X	Address, LinkedIn

A column you do not match stays out of Komplian.

How rows are matched

A person with the same email or phone as an existing person updates that record. No copy is created.
The company named on a person's row is reused if it exists, or created.
A row without a name is not imported.

If the import stops before the end, Komplian says how many rows were not looked at. Run the import again with those rows.

Find duplicates

Komplian points out possible duplicates in two places:

Where	What you see
A person's record	A banner: This could be the same person as "X". Press Review.
Options → Possible duplicates (N) in People	Every pair that may be the same person. Shown only when there are some.

Merge two people

Pick the two records

Press Review on the banner, or select exactly two people in the list and press Merge.

Decide

In Is this the same person?, press Yes, merge them. Press No, different people if they are not: Komplian will not ask again for that pair.

Check the result

One record stays. The other one's conversations, emails, tasks, notes and activity move into it.

If one of the two cannot be merged yet, Komplian says so and nothing changes.

Undo a merge

Press Undo right after merging, or later from the record's Timeline. The merge is reversed.

Rules

Rule	Detail
What you can import	People and companies. Not opportunities or tasks.
Format	CSV
Email and phone	Two people can never share an email or a phone. Komplian points you to the existing one.