Contact Migration Review

November 3, 2026

When Maatdesk migrates your contacts from another system, you review them on a secure page before anything is imported into your firm’s database. You decide how each contact is handled, and you can import in stages: you don’t need to resolve every conflict before you import the contacts that are already ready.

Table of contents

Open the review page

  1. Open the email Review your Maatdesk contact migration and click the one-time link.
  2. Maatdesk sends a six-digit verification code by email. Open the email Your Maatdesk migration review code.
  3. On the Check your email page, enter the code in Verification code and click Continue securely.
Invitation email Review your Maatdesk contact migration with the one-time review link highlighted
The invitation email with the one-time review link.
Email Your Maatdesk migration review code with the six-digit code highlighted
The verification code email.
Check your email page with the Verification code field and the Continue securely button highlighted
Enter the code and click Continue securely.

Note. The review link expires at the date and time shown in the email. The verification code expires in 10 minutes.

Understand the review page

  1. Review progress shows how many contacts are complete and the migration totals: total, ready, conflicts, errors, resolved, imported and failed.
  2. Show rows filters the list, for example Conflicts or All contacts.
  3. Review and import ready starts an import of the contacts that are ready.
Contact migration review page with Review progress and totals, the Show rows filter and the Review and import ready button highlighted
The contact migration review page.

Each row is one contact from your file. The Duplicate group column groups rows that may be the same contact and labels them, for example Same email and phone, Duplicate group, Exact duplicate or Possible split. The Status column shows Conflict, Ready or Resolved, and you choose how to handle each row in the Resolution column.

Resolve duplicate contacts

Click a row to select it. The whole duplicate group is highlighted.

  • Different people with the same details, for example two family members who share an email and a phone number: in Resolution, select Create New for each row.
  • Exact duplicates, the same contact listed twice: select Create New for one row and Skip for the other.
  • The same person with different details, for example two addresses: merge the rows, as described below.
A duplicate group selected and its Resolution list open with Pending, Create New and Skip
Selecting a row highlights its whole duplicate group.

Merge contacts

  1. Select the duplicate group and click Merge selected.
  2. In Use name from, select the row whose name to keep.
  3. In Emails to keep, select the emails to keep and mark one as Primary.
  4. In Phones to keep, select the phone numbers to keep and mark one as Primary.
  5. In Address to keep, select the address.
  6. Click Merge into one contact.
Merge 2 selected contacts window with Use name from, Emails to keep, Phones to keep, Address to keep and Merge into one contact highlighted
The Merge selected window.

Merging also combines complementary details, for example a primary email from one row and an additional email or phone number from another. After the merge, one row shows Merge target and the other Merged source. The merged source does not create a duplicate contact.

Merged rows showing Merge target and Merged source, and an exact duplicate resolved with Create New and Skip
Resolved rows: a merge (1) and an exact duplicate (2).

Split a row with two people

Use this when one row contains two people, such as spouses.

  1. In the row, click Split.
  2. Complete Contact 1: first name, middle name (optional), last name, email and phone.
  3. Complete Contact 2 the same way.
  4. To give contact 2 the same address, leave Copy the original address to contact 2 selected.
  5. Click Split row.
Split row into two contacts window with Contact 1, Contact 2, Copy the original address to contact 2 and Split row highlighted
The Split window.

The original row becomes contact 1, and a new review row is created for contact 2.

Correct a contact

  1. In the row, click Review. The contact details open.
  2. In Decision, choose a resolution.
  3. Expand Edit contact fields.
  4. Correct the information, for example the First name. For a company, select Company contact and use the company name.
  5. Click Save now.
Selected contact panel with Decision, Edit contact fields, the First name field and Save now highlighted
The contact details, opened with Review.

After you save, the contact is validated again.

Import the ready contacts

  1. Click Review and import ready.
  2. In the Confirm contact import window, check the totals (Rows to process, Create contacts, Merge / update, Skip rows and Retry failures) and the planned action for each row.
  3. Select I reviewed this list and confirm these contact actions.
  4. Click Import these contacts.
Confirm contact import window with the totals, the confirmation checkbox and the Import these contacts button highlighted
The Confirm contact import window.

Only ready, resolved and retriable contacts are processed. Pending conflicts and errors stay open for later review, and contacts already imported are not processed twice. The import shows its progress while it runs.

When the import is complete, imported contacts show Imported and can no longer be edited. You can come back later, resolve the remaining conflicts and import again.

Review page after the import with Review progress and the Imported, Merged and Skipped statuses highlighted
After the import.

Check the imported contacts

  1. Sign in to Maatdesk and, in the left menu, click Contacts.
  2. Confirm that the imported contacts are listed with their emails, phone numbers and addresses.
Maatdesk Contacts list with the imported contacts and Contacts in the left menu highlighted
The imported contacts in Maatdesk.
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