Duplicate merging
Duplicate merging turns each duplicate match, and all the records in it, into one record in your CRM. Merge one match, a selection or thousands at once, and your Merge Rules decide which record stays as the primary and which value to keep in each field.
At a glance
- Works with
- HubSpot, Salesforce, Pipedrive, Close, Nimble, Google Contacts and CSV files
- Included in
- Every plan, with unlimited merging with Duplicate Searches. 20 free merges in the trial.
- What it does
- Turning duplicates into one clean record
Unlimited merging with Dedupely Intelligence is included in yearly subscriptions.
How duplicate merging works
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Set your Merge Rules
Choose which record stays as the primary and which value wins in each field.
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Preview the result
Open Match Details to see the merged record before anything changes.
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Merge one or thousands
Merge a single match, a selection, or every match in your search at once.
Three ways to merge
Set Merge Rules for all your Duplicate Searches, or customize them for a single search.
| What it does | Good for | |
|---|---|---|
| Single merge | Merges one match with your Merge Rules | Quick fixes as you go through a search |
| Bulk merge | Merges a selection or every match in a search at once | Legacy data, imports and migrations with thousands of matches |
| Custom Merge | Shows the records side by side so you pick every value yourself | High-stakes records, and testing your Merge Rules |
Merge Rules, in short
- Primary record: keep the oldest, the newest, the last updated, the one with the most data, or set your own conditions.
- Field values: for each field, choose which value wins, for example the newest phone number or a filled-in value over a blank.
Good to know
- One merge is one match, however many records it holds.
- Treat merges as permanent. Most merges can be undone within 30 days, but undoing adds the records back to your CRM and moves the match to Rejected Matches. Preview first and use Merge History to see what changed.
- Merges stay within one object. You can't merge a contact into a lead, for example.
- What a merge changes depends on your CRM. In HubSpot, for example, the merged record gets a new ID and old IDs redirect to it.
- All searches or one. Set Merge Rules once for all your Duplicate Searches, or customize them for a single search.
Questions about duplicate merging
Yes, with Duplicate Searches on every plan, monthly or yearly. The free trial includes 20 merges, and unlimited merging with Dedupely Intelligence comes with yearly plans.
Up to 20 by default. Matches with more go to Excluded Matches, and you can change the number for each object in your Safety Settings.
The one your Merge Rules choose as the primary record: the oldest, the newest, the last updated, the one with the most data, or your own conditions.
Yes, within 30 days for most merges. Undoing adds the records back to your CRM and moves the match to Rejected Matches, so we recommend treating merges as permanent. Merge History keeps the original values of every merge, plus who merged and when.
Yes. Custom Merge shows the records side by side and lets you pick each value.
Learn more
Knowledge Base
Glossary
Try duplicate merging on your own CRM.
