I matched 6 of 8 columns. “Interest level” looks like your Priority field, so I mapped Hot, Warm and Cold to A, B and C. Check it before you continue.
WHEN A RECORD ALREADY EXISTS
Match people onEmail, then name + company
Match companies onDomain, then name
Fill empty fields only (recommended)
Overwrite with the file
Keep whichever is newer
Locked fields are never overwritten.
TAG AND ROUTE
Source tagImport · SaaSBoomi 2026
CampaignSaaSBoomi 2026
OwnerRouting rules
Consent sourceOpted in at the booth · wording attached
PREVIEW
New people212
Updates to existing48
Duplicates inside the file6 · merged
Suppressed · won’t be added3
PLATE 1Import · field mapping
· Match confidence on every column· Duplicate rules and locked fields· Source tag, campaign, owner and consent source
01
Imports that map themselves
Upload a file and Workloom matches columns to fields, suggests transforms like splitting names or adding country codes, and lets you create a new field without leaving the import.
Choose what happens when a record already exists. The default fills empty fields only, so an import never overwrites your team’s work. Save the mapping as a template for next time.
GOOD TO KNOWPeople on your suppression list are never added back, whatever the file says.
02
Duplicates, caught and merged
Likely duplicates are found as records arrive, with a reason for each match. Merging lets you pick which value to keep, field by field.
Everything linked to both records moves to the one you keep: emails, calls, deals, tracks and consent. Merges can be undone for 30 days.
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Tapestry● 2 sequences paused in Q3…
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Tapestry/Leads & Companies/Data health
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99,996 credits
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Data health
Duplicates, gaps and stale records, with a fix for each.
RulesSchedule a weekly check
OverviewDuplicates · 31Missing dataStale
82%Completekey fields filled
91%Emails verifiedof people with email
88Companies with no owner
FIX FIRST
Likely duplicates31 pairsReview
Companies with no owner88Route now
People with a bouncing email64Re-verify · 64 credits
Stale: no touch in 180 days402Move to nurture
Missing industry57Enrich · 57 credits
Merge: Leo Park96% likely the same
Same name, same company domain on the work email, phone matches a call log.
Leo Park · from QuarryKeep as main
Emailleo@quantafreight.com
TitleVP Sales
Phone–
OwnerSam Rao
Deals1
L. Park · from SaaSBoomi import
Emailleo.park@gmail.com
TitleVP - Sales
Phone+91 98 0000 0133
Owner–
Deals0
Everything linked to both records moves to the main one: emails, calls, deals, tracks and consent. The merge is logged and can be undone for 30 days.
Not the same personMerge
PLATE 2Data health · merge
· A confidence score and the reason for the match· Field-by-field choice· Undo for 30 days
ALSO IN THIS GUIDE
And the rest of it.
03
A source on every field
Every value shows where it came from and when it changed. When a number looks wrong, you can see why in one click.Lock fields your team owns, and enrichment will leave them alone.
04
A weekly health check
Completeness, verified emails, records with no owner and stale accounts, each with a one-click fix. Schedule it weekly and it arrives with the fixes ready.
AT A GLANCE
Import formatsCSV and Excel
Duplicate matchingPeople by email, then name and company. Companies by domain, then name
The default only fills empty fields, locked fields are never touched, and suppressed people are never re-added. You see a preview before anything changes.
Can we undo a merge?
Yes, for 30 days.
Does enrichment cost credits?
Yes, per successful lookup. Health checks show the credit cost before you run a fix.
Bring your list. Keep it clean.
Book a demo and we’ll show it on a sample of your own data.