Merge Duplicates

Not only can you detect and prevent duplicate records, but you can even merge duplicate records.

With DeDupeD, once you have identified the duplicates, you can remove the duplicates right from the individual record itself by merging them all together. You can select the record you want to keep as a master record while merging so that you can control the information that is retained and removed. This ensures data completeness and prevents data inconsistencies.

In order to merge duplicate records using the DeDupeD UI, follow the steps given below:

Navigate to Sales Hub -> Entity (for.eg. Contact) -> Select and open the record for which you want to merge duplicates.

Click on “Show Duplicates” Button.

Now you will be able to see all the duplicates for the selected record.

Select the records you want to merge and click on “Merge” button.

The App also enables you to turn your desired record into Master Record. By simply clicking on the ‘Make Master’ button.

Now you will see an alert pop up with the message “Your whole configuration will be lost if you change the master record. Do you want to proceed?” The configuration here refers to the configurations done on the DeDupeD UI for filling up the master record fields from the subordinate record fields. Remember, if you want to change the master record because of some customization needs, this previous configuration will be lost. However, if you’re intent is to change the master record, then Click on “Proceed”.

Now your selected subordinate record will be successfully turned into Master Record.

You can also select subordinate record fields to fill up Master Record fields. As well as see a preview of how your master record will look after the completion of the merge process.

Once you are done with setting up the merge process, click on “Finish” to merge all the duplicates.

Now you will see an alert pop up with the message “Merge action can't be undone, and it will deactivate all duplicate records and merge them into their respective master records. Are you sure you want to continue?” Click on “Continue” to proceed.