How to clean duplicate crm contacts in excel using approximate name matching
- Step 1Export CRM to Excel — Download your contact list as an XLSX or CSV from your CRM platform.
- Step 2Upload and configure — Set the key column to 'name' or 'full_name' and threshold to 88%.
- Step 3Review matches — Check the pairs flagged as near-duplicates — lower the threshold if too aggressive.
- Step 4Download clean list — Download the deduplicated contact list and import back to your CRM.
Frequently asked questions
What threshold works best for personal names?+
90–95% is recommended for personal names to avoid false positives like 'Jackson' vs 'Jason'.
Can I deduplicate on multiple columns like name + email?+
Currently the tool deduplicates on a single key column. For composite keys, concatenate name+email into a new column first.
Privacy first
Every JAD Excel tool runs entirely in your browser using SheetJS and ExcelJS. Your spreadsheets, formulas, and data never leave your device — verified by zero outbound network requests during processing.