Correcting Missing Names after Merging Databases

After merging multiple CRM databases in RealNex, you may discover missing Contact first or last names due to overlapping or incomplete records. This can negatively impact your Commercial Real Estate workflows, from prospecting to marketing. Quickly correcting and updating these details will enhance your CRM accuracy, data integrity, and deal tracking.

 

Step 1: Export Your Contacts to a Spreadsheet

Start by exporting your complete contacts table from RealNex CRM. Use the 'Output' function to generate a spreadsheet containing all contact records. This file can be formatted in .CSV or .XLSX, making it easy to identify missing first and last names for bulk editing, especially after an import or database merge.

 

Step 2: Identify and Update Missing Names

1. Open your exported contact spreadsheet and filter/search for records missing a First Name or Last Name.
2. Carefully enter the correct name values, using reliable sources such as original deal files or communications.
3. Double-check for accuracy and consistency with any relevant naming standards.

 

Step 3: Re-Import Updated Data to RealNex

1. Save the updated spreadsheet as a .CSV or .XLSX file for import compatibility.
2. Navigate to RealNex CRM’s import wizard and select your corrected file, opting for the 'Auto Map' mapping option
3. Use mapping settings to ensure the First Name and Last Name fields are set to 'Always Update.'
4. Confirm data and complete the import process, replacing old, incomplete entries with your updated names.

 

Best Practices for Database Hygiene

• Schedule regular cleanups of your contact data.
• Leverage RealNex’s deduplication tools post-merge.
• Educate your team on proper data entry protocols for future imports.

 

Conclusion: Keep Your CRM Pristine

Accurate contact details are essential for CRE professionals using RealNex. Following these straightforward steps ensures a robust, actionable CRM, unlocking better prospecting, marketing, and deal management. Regular audits and training further guarantee your data remains a valuable, trusted asset across teams and transactions. For additional guidance, contact our Support team at [e-mail].