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.


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