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I added profile-specific duplicate rules to my CSV intake console #4

TL;DR AI

Key summary

2 min read
  1. The CSV intake console now supports profile-specific duplicate rules, so each import can validate by email, company name, or company name plus phone.

  2. In a sample partner_directory profile, the correct row was blocked as a duplicate, then fixed in the UI without changing the original CSV file.

  3. The run was then applied successfully, with audit tracking preserved throughout the staged-row workflow.

  4. This reduces false duplicate blocks and missed conflicts by matching validation to each company’s business rules while keeping uploads unchanged.

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