Deduplicate your Contacts and Accounts Information

Deduplicate your Contacts and Accounts Information

Over a period, there may be a chance of accumulating duplicate records. You can search the duplicates and merge them for a better organization of records. The Deduplicate feature helps you to find duplicate records in bulk and merge them as one record. With this you have an option to search all duplicate records in the Customers module based on a selected field. 

For Contacts, you can choose any one from the 5 fields that are available to check for duplicates. They are namely:
  • First Name
  • Last Name
  • Full Name
  • Email and
  • Phone
For Accounts, you can choose any one from the 3 fields that are available to check for duplicates. They are namely:
  • Account Name
  • Email and
  • Phone
Records with any duplicate in the selected field will be listed for you to select and merge, if required.

To merge duplicate records:
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.) 
  2. Select Customers from the Modules menu. 
  3. In the [Module] Home page, click the  icon in the upper-right corner.
  4. In the Find Duplicates page, click an option by which you would like to search the duplicate records.
  5. Click Next.
  6. From the list of matching records, select at least two records to be merged.
  7. Click Merge.
  8. In the Merge [Record] page, select the record that you want to maintain as the Master Record. Select the data that is to be retained. You can merge a maximum of 3 records at a time. Also you can only merge the records from the same group. 
  9. Click Merge.  
You can click Recently Merged from the left panel to track the records that were merged in the recent past. Besides merging the duplicate records, you can choose to either update or delete them in your Zoho Desk.

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