With Custom Merge Rulese you define how each property is handled during a merge with Koalify.
When you deduplicate records in HubSpot, a secondary record is merged into a primary record. By default, the primary record’s property values are retained. With Koalify’s Merge Rules, you can customize how this data is handled during the merge process:
1. Navigate to the Koalify app settings page
- In your HubSpot account, click the ⚙️ settings icon in the main navigation bar.
- In the left sidebar, go to Integrations > Connected Apps.
- Find "Koalify", Click the Actions, Go to settings
- In the Merge Rules section, click Edit Merge Rules.
2. Create new Merge Rule
- Navigate to the Contact, Companies or Deals tab
- Click "Create Rule"
- Select a property
- Select a property you want to customize during merges.
-
- Choose a match criterion based on how you want the data to be handled.
Available options may vary depending on the property type:
- Choose a match criterion based on how you want the data to be handled.
| Match Criteria | Description |
|---|---|
|
Append |
Appends all values for multi-select properties. |
|
First updated |
Keeps the property value that was updated first. |
|
Last updated |
Keeps the property value that was updated most recently. |
|
Is known |
Retains the value if one is known and the other is empty. |
|
Is unknown |
Keeps the unknown value if the other is populated. |
|
Contains exactly |
Retains the value that contains the specified text. |
|
Does not contain exactly |
Excludes values containing the specified text. |
|
Is any of / Is equal to |
Retains the selected values. |
|
Is none of / Is not equal to |
Retains values that are not selected. |
Some properties, such as analytics or calculated fields, are read-only and can’t be updated. These properties won’t appear as options in the merge rules.
