Ability to merge records in Podio

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Natalie White

We use Podio as a CRM and it would be a real help to us to be able to merge contacts and other records in other apps.
We have a lot of duplicate contacts as we have web forms that create contacts in Podio.
So please consider this as a future feature release as i am sure i am not the only one that wants to merge items without using expor/import with excel.
Thanks

39

Comments

41 comments

Date Votes
  • Official comment
    Sara Høeg Højlund-Rasmussen

    Hi everyone,

    A small update - since last time, GlobiFlow is now a part of Citrix Podio and no longer an extension. You can use GlobiFlow to check for duplicates and therefore easier avoid the need to merge records.

    This feature is therefore not planned in the short-term roadmap. We hope the duplicate check in GlobiFlow can help improve the data records.

    Thanks for your feedback as always!

    Cheers,
    Sara - Podio

     

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  • Rainer Grabowski (FVM)

    You can also use the Podio extension GlobiFlow for it https://podio.com/extensions/2

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  • Allen Fuller

    This is the single missing piece from being able to use Podio as a full CRM. As a user, I want to select two or more items and merge them (including relationships, comments, tasks, files) so that I can maintain one set of contacts. This would be incredibly valuable.

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  • Rainer Grabowski (FVM)

    In some use cases it's possible to merge the content of several items via calculation fields, Depends on the setup of your apps and your workflows.

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  • Natalie White

    Hi
    Thanks for your comments guys @rainer ideally we dont want to use an extension as a) we feel it is a standard functionality in CRM and b) we are not a huge company so do not want to have lots of little add ons here and there as this will just get more complicated over time as we grow and develop.

    Podio, is there a particular reason why this feature hasnt been developed as it would be so valuable as @allen fuller comments also?

    Many thanks
    Natalie

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  • Permanently deleted user

    Hi Natalie,

    I have presented your product input to our development team. Although we do not have a set timeline yet, I'll make sure to keep you updated of any future changes.

    /Vardan - Podio

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  • Richard South

    Hi Vardan
    We wanted to see if there was any news / developments on this? We would REALLY, REALLY, like to have the ability to merge records in Podio. thanks for your help

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  • AH

    Hi Vardan and Podio team,

    Can you please update whether this feature has made it into a development timeline. I agree with Natalie that this feature is really important.

    Finding duplicates and merging them is super complex and to a degree can't even be done within Podio and exporting/importing data to clean it isn't satisfactory.

    Thanks, AH

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  • Charlie Lindstrom

    Hi AH,

    Thanks for adding your vote on this! We will of course make sure to post any news on this here to let you all know. As said though, it's not on our most immediate roadmap at the time being. That said, it's there and logged and your vote do count in as well.

    /Charlie - Podio

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  • Jeff Barnaby

    Has this been solved yet. Any update on this? Really could use this feature.

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  • Simon Midtgaard Guldberg

    +1

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  • Maciej Wolfart

    +1

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  • Richard South

    Any news on this feature? Seriously, an inability to merge records is a massive oversight in a tool that promotes itself as being a CRM. Podio is a great product, we love using it, but I'm genuinely pretty amazed that this doesn't seem to be considered an important feature. 

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  • Suk-Kyu Frisch-Lee

    Hi Podio Team,

    Has this feature made it onto the dev roadmap with a timeline?

    I would like to support this feature request to make it standard Podio feature. It would help to maintain our data quality by making the process more accessible and a lot easier for our users w/o having to depend on 3rd party support.

    Many thanks!
    SK

     

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  • Andrew Kelly

    Any update on this? It is a critical function that is desperately needed. 

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  • Richard South

    Hey Podio team, any news update on this? It's still a critical feature

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  • Jacquelyn May

    Hi all,

    No updates to this yet. If anything changes we will let you know here.

    /Jacquelyn - Podio

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  • William Johnson

    +1

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  • Matthew Rideout

    Cumbersome, but a possible solution. Advanced workflows that take your webform entries and update your 'other records in other apps'.

    I agree the flexibility to not just link via relations but manage where data points go (update) or automatically 'merge' would be critically powerful. As a Whole Systems Designer and Data Specialist that onboards large databases for companies my abilities would increase 10 fold. Still love ya Podio.

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  • Paul Renshaw
    • Edited

     

    Edit - I wrote a workaround based on my misreading of the problem.

    Looking back I now agree that this is a silly problem to have in an application that is essentially just lots of database tables and records.

     

    Questions:

    1) Why can't we sort by and do a count report of email address in a contacts app? - This would at least make it easier to manually eliminate duplicates.

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  • Gareth Ochse

    I would also be interested in this feature, please update

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  • Richard South

    Hi guys

    I'm revisiting this / commenting again just to continue to emphasise (what I believe to be) the importance of this.

    Podio's a great tool and we're very happy with it overall but the absence of this feature continues to cause us major headaches.

    You're continuing to promote the use of Podio as a CRM and I can say with confidence that the ability to merge records is an absolutely basic feature of any CRM.

    As Paul says, this does seem bit of a silly problem to have in an application that is essentially just lots of database tables and records.

    Really hoping you guys are going to address this....


    Thanks

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  • Heidi Hillis

    I would like to add my vote for the ability to merge duplicate contacts!  This is a major issue for us.  Is there any update on when this will be available?

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  • Wisam Elhamoui

    This request has been made 2 years ago, and still no solutions! It must be quite a big disappointment for everyone here!

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  • Andrew Kelly

    Vardan any further updates? This timeframe is ridiculous!

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  • AH

    Hey Sara,   I continue to believe this is a poor choice from Podio, but am thankful finally for additional communication on a 2 and a half year old request.

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  • Richard South

    Hi Sara

    Thanks for the update.

    (skipping over the fact that GlobiFlow is integrated but only as a paid for / premium feature....)

    I'm not sure how checking for duplicates solves this problem, it just helps highlight records that need to be merged, which you still can't do. Am I missing something?!

    I guess I'm still pretty astonished that, given the nature of the product and underlying data, merging records doesn't seem to be considered an important feature, it seems pretty essential to me. Hey-ho.

    Having said that, we think Podio's a great product and has a great team behind it, so thanks and keep up the good work (and please consider adding this functionality :-)

    thanks!

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  • Allen Fuller
    • Edited

    Hi Sara, I agree with Richard's comment above. Podio is a great platform that serves our projects well every day. However, this is a core feature of a data management platform, especially one that bills itself as a solution for CRM-type needs. The GlobiFlow workaround is completely inadequate. Without the ability to merge records, Podio is incomplete and inadequate for many use cases. I very much hope the product team will re-evaluate their decision. Thank you!

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  • Richard South

    Thanks Allen, that's exactly how it seems to me too, so am genuinely pretty baffled as to why Podio don't seem to (even vaguely) recognise this it 

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  • Leo Dusseja

    Hi Sara,

    I've signed up for premium account and got access to it, however it's frustrating to see there aren;t any training videos for globiflow, there are so many features are actually useless if we can;t use it, there are third party companies like podiozen selling their memberships due to lack of training stuff from Citrix

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