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Easier Methods to Deduplicate Lists with Similar Surnames

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is there an easier way to dedup a list which is the same person, but may have a slightly different spelled surname, and where the linkedin profile are not the same (one being inactive)

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Easier Methods to Deduplicate Lists with Similar Surnames | Clay

3 comments

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Clay
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For deduplicating records with slight name variations and different LinkedIn profiles, use our "Auto-dedupe" function at the bottom-right of your table. Since LinkedIn URLs differ (one inactive), consider these approaches: Name-based deduplication: Select a name column as your dedupe identifier, though this may miss slight spelling variations. Data normalization first: Use our "Whitespace Normalization" function to clean spacing inconsistencies in names before deduplicating. Manual column deduplication: Click the column header for your name field and select "Dedupe" from the dropdown for more control. The auto-dedupe works best with exact matches, so slight surname variations may require manual review or data cleaning first.
Source: Transforming Data for Inbound [Inbound Automation] - Clay University
Mark L.
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I think a 'Use AI' column is likely the best way to do this. You could prompt the AI to use the available data – first name, last name, LinkedIn URL, etc. – and return a True/False result on whether or not it thinks the people are the same.
Mark L.
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(You could also use formulas to make an exact-match comparison. The benefit is that formulas can run without credits, but it would be more difficult to do this sort of intelligent/fuzzy-matching across multiple datapoints.)