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How to Find Duplicate Accounts

Need to find identical accounts? Learn the 7 steps here

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

At the writing of this article, there is not a clear-cut way of finding duplicate accounts in Enrollsy. However, there is a workaround. Follow the steps below.

Step 1 - Adjust Location & Enrollment Period

Head to the Enrollees Table. Make sure you are in the correct Location (top right corner), or choose "All Locations." Also, select "All Enrollment Periods" on the left, or the appropriate Enrollment Period.

How to find duplicate accounts in Enrollsy

Step 2 - Choose Tab & Columns

You can either choose the "Accounts" tab and export those, or choose the "Enrollments" tab and choose the proper columns.

Under "Columns," we suggest you select these three options:

  • Enrollee (or whatever you call those who enroll)

  • Account

  • Email

Click "Done."

Step 3 - Select All

Next, click on the top checkbox to "select all" Enrollees. Scroll to the bottom of the page and make sure the "Select All" box is checked beside "Rows per page."

How to find duplicate accounts in Enrollsy

Step 4 - Export

Scroll back up to the top and select the Export button (2nd button from the left with a down arrow). Choose "Only current columns." Save the CSV file on your computer (such as to your Desktop or Downloads folder).

Step 5 - Google Drive/Sheets

Next, sign into your Google Drive. Open the CSV in Google Sheets. If you don't know how to do that, follow these instructions:

  1. Click on "New" + "Google Sheets" + "Blank spreadsheet."

  2. Once the spreadsheet opens, click "File" + "Open" + "Upload" + "Browse."

  3. Find your CSV spreadsheet and either double-click it or select it and click "Open."

  4. You may have to click "Open with" and "Google Sheets" at the top.

Step 6 - Highlight Duplicates

Next, you will need to add conditional formatting to the column (we suggest the "Email" column). See this resource for steps on how to highlight duplicates in Google Sheets.

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