Once you’ve signed up, you’ll receive a usage token and a link to the CRM Refresh Duplicate Tagger tool.
STEP 1
Export Contacts: From your Compass CRM, export all contacts as a CSV file.
Upload & Authenticate: Open the CRM Refresh Duplicate Tagger link, upload your CSV, and enter your token code. (A short video guide is available on the page.)
Tag Duplicates: Click “Tag Duplicates” and wait up to 5 minutes for processing. The final file will have all duplicates tagged, with one master record per group.
STEP 4
Reupload & Clean: Upload the processed file back to Compass CRM. Filter contacts tagged CRM: Duplicate and delete them – your CRM is now duplicate-free.
💡 Worried about making a mistake?
Click here to book a call with our professional team for a $150 done-for-you setup – we’ll handle the entire process for you.
You know the importance of marketing to your sphere. It’s the lifeblood of a sustainable business.
But when “Robert Smith,” “Rob Smith,” and “Bob Smith” are three separate contacts in your system, your marketing efforts are wasted.
The solution isn’t a mystery. You could fix this.
You could block out an entire afternoon, brew a strong pot of coffee, and prepare for the mind-numbing task of clicking, comparing, and merging… for hours.
Just thinking about it is exhausting.
The fastest way to cleanse your contact list and restore your marketing confidence.
We use smart technology to instantly scan your compass export, identifying every duplicate based on names, emails, and phone numbers.