Merging duplicates
Merge duplicates in your CRM one match at a time, in bulk, or automatically on a schedule. Choose which values survive with Merge Rules, keep every merge safe, and see what changed in Merge History.
- How to Merge Duplicates How to merge duplicates in Dedupely: one match at a time, field by field, in bulk, or automatically on a schedule, plus merge statuses and how to stop a merge.
- Auto Merge How to automate CRM deduplication with Dedupely's Auto Merge: which searches are ready, which schedule to choose, and what keeps your data safe.
- Merge Rules Merge Rules decide field by field which value survives a merge. Set them once, override your CRM's native logic, and keep the data you want.
- Merge Safety Every way Dedupely keeps your merges safe: Safety Settings, previews, review queues, Merge Rules, merge controls and Merge History, before, during and after you merge.
- Merge History Every merge Dedupely runs is recorded in Merge History. View it, search it, export it, and see exactly which record survived and which values it kept.
- Undo a Merge Merged two records that weren't duplicates? Undo the merge from Merge History within 30 days: Dedupely brings the records back and keeps them apart.
- Merging duplicates with an active HubSpot-Salesforce Integration Dedupely detects an active HubSpot-Salesforce Integration and merges in both CRMs at once, so the next sync cycle can't rebuild the duplicate you merged.
- Merge duplicates in spreadsheets Upload a CSV file to Dedupely, find duplicate rows and merge them before the data ever reaches your CRM. Works for lists from Excel or Google Sheets saved as CSV.
Playbooks for merging duplicates
- Dedupe a List Before You Import It Find and merge duplicate rows in your CSV or Excel list before it reaches your CRM, then catch the rows that match records you already have.
- I Merged the Wrong Records: What Now? Undo most merges within 30 days from Merge History. For older ones, stop running merges, find what changed, restore your data and prevent it next time.
- Merging Duplicates Without Breaking Ownership Merging duplicates can hand a record to the wrong rep or a former employee. Choose which owner survives every merge, before you merge in bulk.
- How to Stop Duplicates From Getting Into Your CRM See where duplicates come from, use your CRM's native deduplication where it works, and merge new ones from forms, imports and integrations automatically.
- Prospecting and Enrichment Tools Without Duplicates Prospecting and enrichment tools add contacts and companies you already have. Find and merge them automatically, and keep your CRM's values safe.
- Your Deduplication Routine A simple weekly, monthly and after-import routine in Dedupely to catch new duplicates, clear your review queues and keep your automations safe.
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