Merging duplicates

Once you’ve identified duplicate records using your Duplicate Searches, you’re ready to begin merging. Dedupely offers a range of flexible merge options to suit your workflow, from full automation to complete manual control.

This article walks you through the available merging methods, how to choose the best one, and where to go for deeper configuration.

Not sure how to find duplicates yet? Check out our guide on Finding Duplicates to set up your Duplicate Searches and matching logic.

Merge methods in Dedupely

There is one Merge button — what changes is how many matches you select first, and whether Dedupely does the selecting for you:

1. Single merge

Great for reviewing each duplicate group manually.

• Click the checkbox next to an individual match.
• Click Merge to complete it.
• Ideal for validating merges one-by-one, especially early in your deduplication process.

2. Bulk merge

Efficient for handling large numbers of obvious duplicates.

• Click the top checkbox to select all matches on the page or use the Select All Matches button.
• Choose to merge all at once or page by page.
• Best used when you’ve already reviewed a few samples and are confident in the matching logic.

3. Auto merge

Automate your deduplication process with scheduled background merging.

• Click Automate in a Duplicate Search toolbar, then Auto Merge.
• Set a schedule — as soon as possible, on specific weekdays, or every X hours.
• Auto Merge is great for catching new duplicates continuously with minimal effort.

Learn more in our Merge Options article.

Custom merging

For any duplicate group, you can click into the match to merge it field by field. This allows you to:

• Select which specific field values should win.
• Review side-by-side differences before confirming the merge.

Want to automate this process? Visit our guide on Merge Rules to create custom rules that define winning fields automatically.

Understanding Merge Results

All merges in Dedupely are executed inside your CRM, using your platform’s built-in merging functionality. That means:

• The behavior mirrors what you would experience if merging manually in HubSpot, Salesforce, or Pipedrive.
• You retain native control and data structure.

• HubSpot Merge Guide
• Salesforce Merge Guide
• Pipedrive Merge Guide

Post-Merge Visibility

After merging:

• All merge activity is logged in your Merge History, including the winning record and its source values.
• Visual indicators (italicized and bolded fields) show which values won in your Duplicate Search view, especially when Merge Rules are active.

Safety features

Before performing large merges, we strongly recommend reviewing your Merge Safety Settings,including:

• Match limits
• Merge limits
• Matcher field verification

These safeguards help you avoid merging unrelated or incomplete records.