Automation glossary

Upsert

An upsert is a single operation that updates a record if it already exists and inserts a new one if it does not, based on a unique key.

In plain language

It combines “find, then update or create” into one step, so the workflow does not create duplicates.

Example

Each new form submission upserts a contact by email, updating the existing contact or creating it if the email is new.

Deduplication · Record · Race Condition · Sync (One-Way and Two-Way)

Common misconception

An upsert is only as reliable as its key; matching on a field that is not unique, such as a name, still merges or duplicates records.

Implementation guidance

Upsert on a truly unique key, normalize that key first (for example, lowercase emails), decide which fields an update may overwrite, and use native upsert where the API offers it.

Primary references

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