Data Deduplication and Formatting: The HubXpert Guide

If you are using a CRM, chances are you got yourself into a duplicate or a formatting issue from time to time. If you want to make informed decisions and achieve success, in today's data-driven world, you simply have to ensure that your data stays high-quality. And duplicate data and wrongful formatting is simply a massive issue that you can not ignore.

In this blog, we are going to take a look at why duplicates and formatting issues happen, and how we can stop duplicates from happening.

Why Duplicate or Misformatting Happens

So, in order to understand how to combat duplication or misformatting, we need to first understand why it happens. Here are some reasons we ourselves found massive amounts of duplicate issues and misformatted data in various instances:

1. Manual Data Entry Errors
   Human error is one of the most common causes of duplicate records and misformatting, especially if the company is small and they don’t use CRMs. Typists may accidentally enter the same information twice, or data may be entered incorrectly. This can happen due to typos, misspellings, or carelessness.
   
   
2. Lack of a Primary Key
   When data is imported from multiple sources, duplicates can occur if the data is not properly checked. Sometimes it becomes difficult to check all data, that is why the data needs to have a primary key that will be checked for duplicates.
   
   These primary keys are often emails, because having duplicate emails is impossible. But it can also be other fields like phone numbers or social security numbers.
   
   
3. Data Quality Issues
   Poor data quality, such as inconsistent formatting or missing data, can sometimes lead to duplicate issues themselves. For example, if customer names are spelled differently in different records, it can be challenging to recognize them as the same individual.
   
   
4. Lack of Data Checkup
   Without clear data policies, it can be difficult to ensure data consistency and prevent duplicates. Your business should absolutely have someone responsible for the data. They should also establish rules and standards for data management, including data quality, security, and access.
   
   
5. Data Migration Errors
   When data is migrated from one system to another, duplicates can occur if the migration process is not properly managed. This is why HubXpert manages the entire migration process from documentation so that everyone is crystal clear with the data and the process.
   
   
6. Data corruption
   Corrupted data can lead to inconsistencies and duplicates. Data can get corrupted in many ways, a big part of it can be hacking or system crash. This is why your data should always be in a CRM, so that the database stays secure.

Now you know why data duplication and misformatting happens, you can take steps to prevent them and improve the quality of your CRM data. Let’s now see how to do that as well!

Data Formatting

Data formatting is the first thing you should do in your HubSpot, or any other CRM. That way, you can guarantee that the quality of the data is high and the data is consistent across all reports.

Here, we documented some considerations that we have regarding data formatting:

• Use consistent formats for dates, times, numbers, and text.
• Use clear and understandable labels for data fields.
• Make sure that data is entered accurately and without errors.
• Make sure that all required data fields are filled in.

Data Formatter

Data Formatter is a free app developed by the HubXpert team. This app  simplifies data handling in HubSpot by providing custom workflow actions to format data efficiently.

You can convert text to numbers, numbers to text, round to whole numbers, and perform arithmetic operations with our app, right from your HubSpot Workflows!

If you want to try out Data Formatter, you can do it by clicking the button below:

Smart Phone Number Formatter

Smart Phone Number Formatter is another app created by us to focus on clean and formatted phone numbers. This app not only formats phone numbers but also provides detailed reports on common misformatting scenarios, which can help you with creating reports and lead scoring, and a lot more!

If you want to try out Phone Number Formatter for free, you can do it by clicking the button below:

Data Deduplication

Data deduplication means identifying and removing duplicate records from a database. 

There are several ways to deduplicate data, depending on the size and complexity of your dataset. Here are some common methods:

1. Manual data deduplication
   
   
   Manual data deduplication means exactly that, manually reviewing your data to identify and remove duplicate records. This method is time-consuming and error-prone, especially for large datasets.
   
   
2. Automated deduplication tools
   Deduplication tools, like Koalify, can automatically identify and remove duplicate records based on various criteria, such as First Name, Last Name, and Phone Numbers. These tools are often more efficient and accurate than manual deduplication.
   
   
3. Private Apps
   Many CRM systems have built-in data deduplication features that can help you identify and remove duplicate records. These features can be used to deduplicate data based on specific criteria, such as email address, phone number, or name.
   
   

If you want to manually deduplicate records:

• Determine which fields are most likely to contain duplicate information, such as name, email address, and phone number.
• Test your deduplication process on a small sample of data before applying it to your entire dataset.
• After data deduplication, review the results to ensure that no legitimate records were accidentally deleted.

By following these tips, you can effectively deduplicate your data and improve the quality and accuracy of your CRM system.

Data Management

A good data management is necessary for preventing duplication and misformatting issues. Here are some points you can establish in your organisation:

• Analyse your data to identify patterns, inconsistencies, and anomalies.
• Add missing or incomplete data to enhance its value. You can use enrichment tools like Breeze AI or Clearbit to do that.
• Track the history of your data to ensure its accuracy and reliability.
• Establish and enforce rules to maintain data consistency and quality.

If you can establish these techniques, you can achieve even higher levels of data quality and extract maximum value from your data.

Data deduplication and formatting are essential for maintaining the quality and integrity of your data.

Partner with HubXpert today to ensure that your CRM system is optimised for performance and that your data is clean, consistent, and reliable. Our experts have the experience and expertise to help you achieve your data quality goals and extract maximum value from your data.

If you are looking to improve the quality and integrity of your data, contact HubXpert today. Our experts can help you identify, address data quality issues and optimise your HubSpot!