Knowledge Base

Merging Duplicate Matches

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Once your scan is complete you’ll see a list of duplicate data ready for you to merge.

Merging in Bulk

To merge in bulk, select the duplicates you want to merge and then click the Merge button.

You can select all of the matches or just the ones you see on the screen.

Merges are queued and run one after another.

Custom Merging

To customize a merge, click on the duplicate you wish to customize.

You can do the following in a custom merge:

  • Select which contact is the Master.
  • Select which fields are kept after merge
  • Remove contacts from the match that are incorrectly grouped.

Automerging

To turn on Automerging, click on the Automerge switch. The first time you turn on Automerging, Dedupely will scan for duplicates, and start merging without your input. Automerging periodically checks your CRM for new duplicate contacts and merge them immediately.

You will receive a daily alert for newly merged duplicates.

Caution: Carefully test the match settings before running Automerge. You cannot undo any incorrect matches.

Viewing Finished Merges

Go to the Finished Merges. Each merge will show the date it was merged and if it was merged using automerge.