Follow these steps to set up a saved view in HubSpot for reviewing and validating duplicates identified by Koalify.
1. Edit columns
- Click "Edit columns" in the top right corner of the table.
- Click "Remove All Columns" to clear the current selection.
- Add the following Koalify properties:
- Koalify Primary Duplicate ID
- Koalify Number of Duplicates
- Koalify Duplicate Rules
- Koalify Duplicate Properties
- Koalify is Primary Duplicate
2. Sort on the Koalify primary duplicate ID
- All duplicates that belong to the same group have the same Koalify Primary Duplicate ID.
- Sorting by this property organizes duplicates next to each other for easier review.
3. Apply a filter
- Click "Advanced filters" In the right panel:
- Set a filter on the "Koalify Number of Duplicates" is greater than 0
4. Save or clone the view
- To make this view accessible in the future, click on the Save (💾) or Clone icon located just above "Edit Columns."
5. Use the view to review your duplicates
We strongly recommend using this saved view to validate the duplicates you plan to merge using the Koalify workflow action. You can filter on a specific Koalify duplicate rule, and review whether the suggested duplicates and their designated primary records are accurate before proceeding with a bulk merge.
As an extra tip, do a quick sort on the "Koalify number of duplicates".You may uncover data inconsistencies, such as incorrect names (e.g Test, Unknown, N/A) or phone numbers across multiple records. For more on cleaning up this kind of invalid data, check out our blog articles:
6. Relevant examples
- Create a view of duplicates that were created this month
- Create a view of duplicates that were identified based on a specific property
- Create a view of duplicates for a specific owner
