Deduplicate your Contacts and Accounts - Online help | Zoho Desk

Deduplicate Contacts and Accounts

Over a period, there maybe a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. The Deduplication feature helps you to find duplicate records in bulk and merge them as one record. With this, you have the option to search for all duplicate records in the Customers module based on a selected field. 

For contacts, you can choose any one from the below-given 6 fields that are available to check for duplicates.
  1. First Name
  2. Last Name
  3. Full Name
  4. Email
  5. Secondary Email
  6. Email & Secondary Email
  7. Phone
 For accounts, you can choose any one from the below-given 3 fields that are available to check for duplicates.
  1. Account Name
  2. Email
  3. Phone
Note: Records with any duplicate in the selected field will be listed for you to select and merge if required.
To merge duplicate records
  1. Navigate to the Customers module.
  2. Click More Actions icon ( ) in the upper-right corner of the page.
  3. You can choose either Contacts or Accounts tab.
  4. Click Deduplicate Contact/Account.
  5. In the Find Duplicates window, click an option to search the duplicate records.
  6. Click Find.
  7. From the list of matching records, select at least two records to be merged.
  8. Click Merge.
  9. In the Merge Contacts/Accountspage, select the record that you want to maintain as the Master Record. Select the data that is to be retained.
    You can merge a maximum of 3 records at a time. Also, you can only merge the records from the same group.
  10. Click Merge.
Note: You can click Duplicates view from the left menu to track the records that were merged. Besides merging the duplicate records, you can choose to either update or delete them in your Zoho Desk.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • Related Articles

                                                                                                      • Associating Contacts with Multiple Accounts

                                                                                                        The contacts who submit tickets might work with more than one company. A consultant might work on behalf of multiple businesses, or a business owner might operate more than one company. In all these situations, you might be needing to relate a single ...
                                                                                                      • Know your Customers | Contact and Account Information

                                                                                                        Zoho Desk displays an overview for each of your customers to help you better understand their interaction with your help desk. The following are the information displayed on the details page of your contacts and accounts: Customer Activity: Keep a ...
                                                                                                      • What are the Contact Associates?

                                                                                                        Contact Associates are entities that are relevant to your contacts and most importantly, be linked with the other standard modules in your helpdesk. The associates provide contextual information about a contact like associated tickets, related ...
                                                                                                      • Contact Locator Extension for Zoho Desk

                                                                                                        Are you looking at an unfamiliar address? Do you want to assign tickets to the nearest field service engineer? Or are you looking for the best route to reach your customer? The Contact Locator extension will help you do all of this much faster. This ...
                                                                                                      • Bigin for Zoho Desk Integration

                                                                                                        Bigin is an easy-to-use pipeline-centric CRM solution built for small businesses and designed to make sales processes more effective. Being an ideal precursor to a full-fledged CRM, Bigin is a great first step for anyone who wants to eliminate the ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources