Auto Match

Get notified when a Duplicate Search reaches a number of matches you set, then review and merge on your terms.

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Auto Match checks one of your Duplicate Searches for new duplicates on your schedule. Instead of opening that search every few hours, you get an email when it finds the number of matches you set. Nothing is merged automatically. Auto Match is included in every Dedupely plan and the 7-day free trial, and it's off until you turn it on.

How to set up Auto Match

Added

  1. In your Duplicate Search, click Automate in the top menu bar.
  2. Select Auto Match.
  3. Under Notify when, enter the number of matches that should trigger the email, choose how often it should check, and click Save.
  4. Under Auto Match Status, click Enable.
  5. Check the details in the pop-up and click Enable Auto Match.
Reviewing the matches of a Duplicate Search with Auto Match turned on

What to do when you're notified

Open the Duplicate Search from the email and handle each match:

What happens next

  • Auto Match checks for new duplicates on your schedule while it's enabled.
  • You get an email when the search reaches your number of matches. It goes to everyone in your account, through New Duplicate Alerts, which are on by default. See Notifications.
  • Nothing is merged until someone merges the matches, or until you turn on Auto Merge for that search.
The New Auto Match duplicates email, with the search name, its number of matches and a View button

Troubleshooting

I'm not getting Auto Match emails. Check that New Duplicate Alerts are on in your Notifications, and that Auto Merge isn't on for the same search: Auto Match only runs on searches without Auto Merge.

I'm getting notified too often. Raise the number under Notify when, or tighten your Duplicate Search so it only finds the matches you care about.

I want to stop Auto Match. Open Automate → Auto Match in that search and turn it off.

FAQs about Auto Match

  • What's the difference between Auto Match and Auto Merge? Auto Match only notifies you, and a person decides what to merge. Auto Merge merges automatically on a schedule.
  • Does Auto Match merge anything? No. It finds matches and notifies you.
  • What does the number under "Notify when" count? Matches: groups of duplicate records, not individual records.
  • Who receives the email? Everyone in your account, Admins and Users, through New Duplicate Alerts. They’re on by default, and each person can turn them off in Notifications.
  • Can I use Auto Match on several Duplicate Searches? Yes. You set it up in each search.
  • Can I use Auto Match and Auto Merge on the same search? No. Auto Match runs on searches without Auto Merge. Once Auto Merge is on, it merges those matches on its own schedule.

Next up

How to Merge Duplicates Merge one match at a time, in bulk, or automatically on a schedule.

Changelog

  1. Auto Match, on every plan

    Auto Match scans a Duplicate Search for new duplicates on its own and emails a report when it finds some. Turn it on per search, and each user can turn the emails off. Trials and free accounts can run it too.

Every change in the knowledge base

Still stuck?

Our team helps on every plan and during the free trial, by chat, email or Zoom.

Portrait of Gaby Salinas

Behind the article

Gaby Salinas

Marketing Assistant at Dedupely

Gaby Salinas came to CRM data from marketing and advertising, so she looks at duplicates from two sides: the match and merge logic behind them, and what they do to the people using the CRM, like the rep who calls a customer twice, the admin who gets blamed and the cleanup nobody wants to start.

As Marketing Assistant at Dedupely, she follows how RevOps teams, end users, consultants and technical teams actually work with their data: the records they stop trusting, the workarounds they build and the moment they finally decide to clean up. What she finds shapes most of what Dedupely publishes.

Connect with Gaby on LinkedIn

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  • "It took away the huge headache we had of merging over 27,000 duplicate contacts."

    Sean BManaging Director, Legal CPD

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