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.
- First Name
- Last Name
- Full Name
- Email
- Secondary Email
- Email & Secondary Email
- Phone
- Account Name
- Phone
- Navigate to the Customers module.
- Click More Actions icon (
) in the upper-right corner of the page.
- You can choose either Contacts or Accounts tab.
- Click Deduplicate Contact/Account.
- In the Find Duplicates window, click an option to search the duplicate records.
- Click Find.
- From the list of matching records, select at least two records to be merged.
- Click Merge.
- 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. - Click Merge.
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