Find and merge duplicate contacts

To help you keep your database clean, you can easily find and merge duplicates in OnePageCRM.

There are a few things to note when merging contacts in the CRM:

  • 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 that cannot be undone. Please be sure to check that your list is correct before running.
    • If you have a high number of duplicates, we recommend doing an export your database and checking it based on first name, last name & email address prior to merging the duplicates.
  • All Activity logs for Deals, Notes, and stored Emails of the duplicate contacts will be consolidated under the merged contact.
  • The Next Action of the most recently created contact is displayed as the Next Action for the merged contact and the other duplicate contacts’ Next Actions and Queued Actions are listed as follow-up Actions. This may cause Next Action conflicts.
  • If you merge a starred contact with a non-starred contact, the resulting contact will be starred. 

Single-value fields such as First name, Last name, Job title, Organization, Address (City, State, Zip/Postcode, Country), Status, Lead Source, Owner, and Custom fields (except for checkboxes) 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.


Multiple-value fields such as Phone number, Email address, URL, Tags, Background, and Custom fields (Checkboxes only) 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.

Merge duplicate contacts manually

1
Select the appropriate contacts you wish to merge by ticking the checkboxes → in the Bulk updates menu at the top, click on More → select Merge duplicates.

2
Make any edits to the contact if required → click Save.

Merge duplicate contacts in bulk

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.

1
Click on the plus (+) icon beside the Filters.

From the Action Stream or Contact Page, click on the plus (+) icon next to Filters in the left-hand side menu to open the filter pop-up window.

2
In the Filter pop-up, click on the first dropdown → under Database utilities select Duplicates.

From the first dropdown select Duplicates under Database utilities..

3
Choose to search for duplicates by email address or first and last name → click Run.

From the second dropdown choose to search for duplicates by email address or first and last name. Click Run.

4
Possible duplicate contacts will be detected by the criteria you selected and the Full name or email address will be displayed above the associated contact.

Select the appropriate contacts by clicking their checkboxes and click Merge duplicates at the top of the page.

Select the appropriate contacts and click Merge duplicates at the top of the page.

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