Duplicate Company Detection on Import
Audience:
Enterprise Admin
Required Permission:
Admin
Applies To:
Enterprise networks importing service providers via CSV
Overview
When you import a CSV of service providers from Network Management → Service Provider Companies → Import Companies, Pruuvn® checks each row against every company already on the platform — not just the ones already in your network. If a row looks like it might already exist somewhere, it isn't added automatically. Instead, it's held in a review queue so you can decide what to do with it.
This keeps your roster free of duplicate company records and makes sure you're not accidentally creating a second copy of a company that's already verified and active elsewhere on Pruuvn®.
When You Would Use This
- Bulk-importing service providers into your network via CSV
- Reviewing rows that were flagged as possible duplicates before they're added
- Deciding whether an imported row is the same company as one already on Pruuvn®, a different company, or something to revisit later
How It Works
Each imported row is checked against existing companies using the following details, in order of strength:
- Tax ID — the strongest possible match. Two companies can never share the same tax ID, so this is treated as certain.
- Email address
- Phone number
- Company name
If any of these line up with an existing company, that row is flagged for review instead of being added right away. You'll see exactly which detail triggered the match — for example, Same tax ID, Same email, Same phone number, or Same company name.
If a row includes a Pruuvn ID, that's treated differently: it's an explicit instruction to update that specific existing record, not a possible duplicate, so it skips the review queue entirely.
Step-by-Step Instructions
- Go to Network Management → Service Provider Companies → Import Companies and upload your CSV.
- Rows with no match are added right away.
- Rows that matched an existing company appear in your review queue, shown side by side with the matching company — company name, tax ID (masked), email, phone, and location — with the field that triggered the match called out.
- For each flagged row, choose one:
- Confirm match — adds the existing, already-verified company to your network instead of creating a new one. If it's already in your network, you'll see a note that its details are up to date.
- Not a match — adds your imported row as a brand-new company. Not offered when the match was on tax ID, since two companies can't legitimately share one.
- Skip — leaves the row for later; nothing is added until you come back and resolve it.
Important Notes
- The check runs across the whole platform, not just your own network — a match can be a company that already belongs to a different network.
- A tax ID match can only be confirmed or skipped, never marked "Not a match."
- Use the Pruuvn ID column in your CSV to update a specific existing record directly, bypassing the duplicate check.
- Without this check, an import could split a company's existing trust record, background checks, or insurance documents across two separate profiles — reviewing matches keeps each company's record complete and accurate.
Related Articles
- Inviting and Managing Providers
- Service Provider Companies – Network Overview
- Network Settings, Onboarding, and Email Notifications
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