Merging Duplicate Records - Zoho Desk Knowledgebase

Deduplicate your Contacts and Accounts

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

For contacts, you can choose any one from the 6 fields that are available to check for duplicates. They are:
  • First Name
  • Last Name
  • Full Name
  • Email
  • Secondary Email
  • Email and Secondary Email
  • Phone
For accounts, you can choose any one from the 3 fields that are available to check for duplicates. They are:
  • Account Name
  • Email and
  • Phone
Records with any duplicate in the selected field will be listed for you to select and merge if required.

To merge duplicate records:
  1. Click the Customers module. 
  2. In the [Module] Home page, click More Actions icon  ) in the upper-right corner.
    (Module refers to the tabs like Contacts, Accounts, etc.)
  3. Click Deduplicate [Module].



  4. In the Find Duplicates page, click an option by which you would like to search the duplicate records.
  5. Click Next.
  6. From the list of matching records, select at least two records to be merged.
  7. Click Merge.
  8. In the Merge [Record] page, 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. 
  9. Click Merge.

     
You can click Recently Merged from the left panel to track the records that were merged in the recent past. 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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media




                              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

                                                                                          • Deduplicate your Contacts and Accounts - New UI

                                                                                            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 ...
                                                                                          • Setting up Contacts to 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 ...
                                                                                          • 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 ...
                                                                                          • Standard and Custom Account Views

                                                                                            Account List Views are used to group your customer accounts based on a defined set of criteria. For example, you can view a list of accounts that were added today or of those that weren't mapped with Zoho CRM. Besides these, agents can use the List ...
                                                                                          • Associating records with contacts - New UI

                                                                                             Contacts, also known as end-users are customers who can send support tickets to Zoho Desk. The support administrators or agents can associate records, such as attachments, tickets, products with a contact.    Tickets Tickets are product or ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

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



                                                                                            eBooks

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



                                                                                            Webinars

                                                                                            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