Sometimes finding and eliminating duplicates is not your agenda. Skip and overwrite options do not simply meet your requirements because their operation is based on records as whole. What if your records on either ends(csv file and Simply) have duplicates but also have important information on those duplicates? That’s exactly when merge comes really helpful. Merge feature finds out duplicates and converge information in .csv file and Simply CRM; that makes it only one record with complete information.

Let’s look at an example:

Lookup is done to check whether records have same field information. If field values are all same, records in csv file are not imported into Simply CRM. Besides that, interestingly, if same field on csv file and Simply has different values, csv file wins. That means the information on csv file will be updated in Simply CRM. Also, if Simply has a field with null(empty) value, the field value from csv file will be updated in Simply CRM.