Blog
Practical guides on fuzzy matching and cleaning messy data. No fluff.
How to Find and Merge Duplicate Contacts in Pipedrive (Step-by-Step Guide)
Pipedrive's merge duplicates feature only catches exact matches. Here's how to find the duplicate contacts and organizations it misses — including typos, abbreviations, and name variations.
How to Find and Remove Duplicate Contacts in Mailchimp (Complete Guide)
Mailchimp charges by contact count but has no duplicate detection. Here's how to find duplicate subscribers hiding in your list and stop paying for the same person twice.
How to Find and Merge Duplicate Companies in HubSpot (The Complete Cleanup Guide)
HubSpot's duplicate management tool only catches exact matches. Here's how to find the duplicate companies it misses — including abbreviations, typos, and name variations.
How to Find and Merge Duplicate Vendors in QuickBooks (Without Breaking Your Books)
QuickBooks lets duplicate vendors pile up and only merges two at a time. Here's how to find every duplicate — even when names don't match — and merge them safely.
How to Match Tradeshow Attendee Lists Against Your CRM (Without Losing Your Mind)
Got a tradeshow attendee spreadsheet and need to identify existing customers vs prospects vs net-new leads? Here's the step-by-step process.
How to Deduplicate a Contact List Before Importing Into Your CRM
CRM duplicate detection doesn't catch company name variations. Here's the 10-minute pre-import process that prevents duplicate accounts.
How to Clean Up Your Vendor Master File: A Controller's Step-by-Step Guide
20-25% of records in the average vendor master file are anomalous. Here's a 9-step process to fix it without a six-figure consultant.
The 1099 Vendor Cleanup Checklist: Catch Duplicates Before January Wrecks Your Weekend
A controller's checklist for the May-October cleanup window. Avoid CP-2100 notices, duplicate filings, and January fire drills.
Why Month-End Reconciliation Takes Hours (And How to Cut It to Minutes)
Why VLOOKUP fails on real-world finance data and how controllers cut reconciliation time from hours to minutes.
How to Remove Duplicates in Excel When the Names Don't Match Exactly
Excel's Remove Duplicates only catches exact matches — useless when company names are spelled differently. Here's how to find the duplicates Excel misses.
I Had 4,000 Salesforce Accounts. Turns Out 1,200 Were Duplicates. Here's How I Fixed It.
Salesforce duplicate matching rules miss most real-world duplicates. Here's the cleanup process I used to find and merge 1,200 duplicate accounts.
How to Clean an Email List Before Sending a Campaign (Without Losing Good Contacts)
Sending to a messy email list tanks deliverability and wastes money. Here's a step-by-step process to clean your list before your next campaign.
Excel Power Query Fuzzy Merge Not Working? Here's What's Actually Going Wrong
Power Query's fuzzy merge sounds perfect for matching messy company names. In practice, it fails more than it works. Here's why.
Fuzzy Matching in Google Sheets: Why There's No Built-In Solution (And What to Use Instead)
Google Sheets doesn't have native fuzzy matching. Here's why, what workarounds exist, and what to use when you need to match company names.
How to Match and Merge Two Company Lists From Different Spreadsheets
Need to combine two company lists from different sources? Here's how to match records even when company names don't match exactly.
How to Clean Your CRM Data Before Importing (The Step Most Teams Skip)
Most CRM migrations fail because teams skip data cleaning. Here's a practical guide to preparing your company data before importing.
Fuzzy Matching Explained: How to Match "Acme Corp" to "ACME Corporation" Without Writing Code
What is fuzzy matching and how does it work? A plain-English guide to matching company names without being a programmer.
How to Remove Duplicate Company Names From a CSV File (Even When They Don't Match Exactly)
Excel's Remove Duplicates misses most real-world duplicates. Here's what actually works when company names are spelled differently.
Why VLOOKUP Can't Match Company Names (And What Actually Works)
VLOOKUP needs exact matches. Company names never match exactly. Here's why it fails and what to use instead.