Knowledge Base
Connect a CRM, find duplicates and merge them safely. Every guide, in one place.
Get started
Connect a CRM or upload a CSV file, and get your first duplicates on screen.
Finding duplicates
The match engine: duplicate searches, match options, filters and review.
Merging duplicates
The merge engine: merge options, merge rules, safety limits and history.
Account & Billing
Your profile, your team, the security policy, the audit log and billing.
Changelog
What changed in Dedupely, newest first. Each article lists its own changes at the end.
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Import users from your CRM
On the Users tab, pick active users from a connected CRM, choose a role and invite them in one step. Paid plans only, up to 500 at a time and never more than your free seats. A member imported this way is deactivated when their CRM user is.
Covered in Users
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Best presets, suggestions and a live preview in Merge Rules
Best email, Best phone and Best name rank every value and keep the strongest. Primary or best keeps the Primary's value unless it is unusable. Suggestions built from your field settings can be applied or dismissed, and a live preview shows what a merge keeps.
Covered in Merge Rules
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New Merge Rules conditions for email, phone and company name
Conditions can test whether an email is role-based or from a free email provider, whether a phone number is toll-free, a placeholder or has a country code, and whether a company name is the full legal name or the brand name only.
Covered in Merge Rules
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Filter suggestions
Advanced Filters point out conditions that can never match, such as a field that must be both blank and not blank, with an orange count on Filters. A suggestion stays until you dismiss it.
Covered in Filters
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Manual Review and Reject on Dedupely Intelligence need a yearly plan
On Dedupely Intelligence matches, Send to Manual Review and Reject need a yearly plan, as merging and export already do.
Covered in Dedupely Intelligence: AI Duplicate Matching
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Merge choice for parent and child companies in HubSpot
Merging a HubSpot company with its own parent or child asks first, and can remove the parent-child link so the merge goes through. Always ask is the default. Set your answer in Safety Settings.
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Turn off Salesforce sync protection
If the HubSpot-Salesforce Integration was uninstalled but left its properties behind in HubSpot, you can switch Salesforce sync protection off for that portal.
Covered in Merging duplicates with an active HubSpot-Salesforce Integration
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The Duplicate Report only reports duplicates
The Duplicate Report email leads with what Dedupely found and shows each CRM's counts, including zeros. Each subject ends with its send date, so one report never threads under the last.
Covered in Notifications
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Merge choices before a risky merge
Dedupely predicts four CRM refusals before a merge: HubSpot association and merge-count limits, Salesforce records that point at each other, and retired Salesforce picklist values. Answer Always ask, the fix, or Skip in Safety Settings. A skipped match moves to Attention Required.
Covered in Merge SafetyMerging duplicatesHow to Merge Duplicates in HubSpotHow to Merge Duplicates in Salesforce
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Dedupely Intelligence for every account
Dedupely Intelligence searches appear in the Duplicate Searches drawer and on the Overview for every account, with nothing to configure. Merge, custom merge and export on its matches need a yearly plan, apart from your free merges.
Covered in Dedupely Intelligence: AI Duplicate MatchingFinding Duplicates
Show all changes
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Every field in filters, match settings and custom merge
Filters, Match Settings and custom merge offer every field of the record type, ordered by relevance rather than alphabetically.
Covered in FiltersMatch OptionsMerging duplicates
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Merge never acts on a whole list
Selecting every match across pages no longer merges them. That selection still works for Reject, Send to Manual Review and Remove from Manual Review.
Covered in Merging duplicates
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Conditions can require all of their values
A filter or Merge Rules condition with several values can require all of them instead of any one. Existing conditions keep matching any.
Covered in FiltersMerge Rules
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Close merges stay within a lead
Merging Close contacts on two different leads is refused before anything changes: merge the leads first. New Close connections get default Duplicate Searches that require the same lead.
Covered in Close CRM Deduplication Guide
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Google Contacts is available
Every account can connect Google Contacts. Changes arrive on Dedupely's regular resync, a merge copies fields to the Primary then deletes the duplicate, and sorting by oldest or newest record is not offered.
Covered in Google Contacts Deduplication GuideConnect your CRM
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Nimble syncs People and Companies separately
Nimble People and Companies are separate record types again, each with its own default Duplicate Searches, so two colleagues at one employer are not reported as duplicate companies.
Covered in Nimble CRM Deduplication Guide
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Close is available
Every account can connect Close and find and merge duplicate leads, contacts and opportunities.
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Nimble is available
Every account can connect Nimble and find and merge duplicate contacts.
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Planhat is no longer supported
Dedupely no longer connects to Planhat. Planhat connections were removed along with their synced records, matches and Merge History.
Covered in Connect your CRM
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Search the audit log
Filter the audit log by user and search across its entries.
Covered in Audit Log
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Email verification no longer blocks a new account
A new account works straight away while the email is verified in the background. Sign up asks for one name field.
Covered in Create an account
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Pair HubSpot with Salesforce before merging synced records
Pair a HubSpot portal with its Salesforce org. Dedupely warns before a merge that would break the HubSpot-Salesforce Integration, a Safety Setting can exclude those matches, and Merge Preview keeps the synced Account as the Primary.
Covered in Merging duplicates with an active HubSpot-Salesforce IntegrationMerge Safety
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Merge a synced HubSpot and Salesforce pair in both CRMs
When records synced by the HubSpot-Salesforce Integration are duplicates, Dedupely merges them in HubSpot and Salesforce at once, so the pair stays linked. Both CRMs need to be connected.
Covered in Merging duplicates with an active HubSpot-Salesforce Integration
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Dedupely in seven languages
The app and its emails come in English, Spanish, French, German, Portuguese, Italian and Swedish. Each user picks a language from the sidebar or the Language tab in My Account.
Covered in Change your account language
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Blank conditions on matched fields
Filters no longer accept is blank or is not blank on a field the search matches on, because those conditions can never find a duplicate.
Covered in Filters
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One settings area
My Account and Company Settings share one settings area with a sidebar, account sections and company sections side by side. General is now Login Info.
Covered in Company SettingsMy Account
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Dedupely respects CRM API limits
Dedupely reads each CRM's rate limits and slows down near them. If a limit runs out, that connection pauses with a warning icon and an alert, and merges caught by it are canceled rather than failed.
Covered in Syncing RecordsConnect your CRM
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Auto Match, on every plan
Auto Match scans a Duplicate Search for new duplicates on its own and emails a report when it finds some. Turn it on per search, and each user can turn the emails off. Trials and free accounts can run it too.
Covered in Auto MatchNotifications
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Excluded tab and Safety Settings
Matches excluded by Safety Settings move to their own Excluded tab instead of returning to Matches. Set the rules per record type.
Covered in Excluded MatchesMerge Safety
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Manual Review covers the whole record type
A match sent to Manual Review leaves the Matches list, and the Manual Review tab shows every match in review for that record type, across all its Duplicate Searches.
Covered in Manual Review
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New Duplicate Searches start with fields
A new Duplicate Search opens with visible fields chosen for its CRM, such as first name, last name, email and phone, instead of an empty table.
Covered in Duplicate Searches (Prev. Search Pads)
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Assigning users to a Duplicate Search is removed
Duplicate Searches no longer have assigned users.
Covered in Duplicate Searches (Prev. Search Pads)
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CSV upload rebuilt
CSV upload has a new flow and processes files faster. A file is searchable for matches as soon as it is imported, and matches exports carry each record's ID.
Covered in Merge duplicates in spreadsheets
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Password expiry
When your company sets a password expiry, users whose password is older than it are sent to reset it.
Covered in Security Policy
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Rejected Matches
Reject a match to keep it out of your results. Rejected Matches lists everything you rejected and lets you restore a match.
Covered in Rejected Matches
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Exports arrive by email
Matches and merges exports are sent to your email when they are ready.
Covered in Merge History
Still stuck?
- Need help? Talk to support
- Questions about plans? Book a Zoom with sales
- Reading this with a model? Read this page as Markdown
- Feeding it the whole site? Read llms.txt
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Burchard J
HubSpot User
HubSpot Marketplace Running CRM cleanup for clients? See the Partner Program
