Merge History

How to view and filter merges

1. Access Merge History from the left vertical menu.
2. Use the Record Type dropdown in the top left to select the object you want to review (e.g., Contacts, Companies, Deals, Tickets).
3. Search for specific records using the "Search merges" bar.
4. Filter by a specific timeframe using the "From" and "To" calendar fields, then click Apply.
5. Customize your table columns by clicking the Visible Fields button to show or hide specific data points.

Reviewing specific merge details

You can drill down into the specifics of any past merge using the icons located next to the merge timestamp on the left side of the list:

• View Merge Details: Click the three dots icon to open a pop-up window inside Dedupely. This window displays all the original records involved in the merge, the specific winning values that were preserved, and the final merge result.
• View in CRM: Click the pop-out icon to open a new browser tab and view the final merged record directly within your CRM.

Exporting your Merge History

You can download your merge history as a CSV file by clicking the download arrow icon in the top right corner of the page.

The export carries the original values of every record that was merged, which is what you audit against, or re-import if you need a previous version back in your CRM.

FAQs about Merge History

• Can I undo a merge in Dedupely? No. This is due to the technical limitations of two-way CRM syncing and necessary data integrity protections.
• How do I recover a mistakenly merged group of records? First, download your merge history CSV file. Use the original record values provided in the export to manually recreate the duplicates directly in your CRM. Once recreated, you can return to Dedupely to merge them again using the correct logic.

Mentioned in this article: Merging duplicates, Merge Rules, and Syncing records.