How to find and merge duplicate contacts in bulk

To help you keep your database clean, you can easily find and merge duplicates in bulk based on First Name and Last Name or Email Address. When merging contacts in bulk, all Deals, Notes, and stored emails from all the duplicate contacts will be copied to the single merged contact.

Merge duplicate contacts in bulk

Click on the down arrow beside  Search and open Advanced search.

In the Advanced search menu, click on Select...   Database utilities →  Duplicates.

Choose to search for duplicates by email address or by first and last name.
Click Run.

Possible duplicate email  addresses (or first and last names) will be detected and displayed above their associated contacts and you can choose all contacts in bulk by selecting the check-boxes.
Select  Merge duplicates.

Your merged contacts will appear as individual contacts in your Action Stream.

  • If you merge a contact with multiple address fields, the last updated / edited address will be added to the merged contact.
  • Bulk merging is a powerful feature and cannot be "undone". Please be sure to check that your list is correct before running. Note: If you have a high number of duplicates, we'd recommend to do an export of your database and check it based on first name, last name & email address prior to merging the duplicates.
  • All Deals, Notes and stored emails from the duplicate contacts will be copied to the single contact when merged.
  • Single-value fields such as First name, Last name, Job title, Organization, Address (City, State, Zip, Country), Status, Lead source, Owner and Custom fields (Except for checkbox) will be copied from the most recently created contact. We're assuming that the most recent contact's details are the most up-to-date.
  • Merging may cause Next Action conflicts. This can occur if the Next Actions of one contact clashes with the other contacts' existing Next Action. See here for more info.
  • Multiple-value fields such as Phone, Email, URL, Tags, Background and Custom fields (checkbox) will be copied to the merged contact. For example, if two duplicate contacts have two different phone numbers, both numbers will be copied to the new, single merged contact.
  • If you merge a starred contact with a non-starred contact, the resulting contact will be starred

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