Having duplicates among your companies and contacts can be frustrating and time consuming. Find Duplicates will search your database each night and find companies and contacts that look like duplicates based on different parameters.
Administrators can review suspected duplicates and choose to either merge contacts/companies, ignore suggestions or delete both contacts/companies.
This article will cover:
- Open the Duplicates List
- Reviewing duplicates
- Do updates
- How are matches made?
How to remove/merge duplicates:
1. Open the Duplicates List
When duplicates are found, Duplicates will appear on the top bar of Companies and Contacts.
Go to Company or Contact tab to find duplicates for each category.
Click Duplicates on the top bar view duplicates list.
2. Reviewing duplicates
When opening the Duplicates list, Administrators will see suggestions of duplicates to merge.
Merging suggestions are based on the following hierarchy between duplicates:
Contacts: The contact with recent and most activities, meetings, opportunities, and orders will be considered the master. When merging, data from duplicates will be added to the master. If there is data on both master and duplicate, only master data will be saved.
Companies: The company with a D-U-N-S number (you get this number when you buy company info in Upsales, via Bisnode) will be considered the master. If none of the duplicate companies have a D-U-N-S number, then the company with most contacts, activities, meetings, opportunities, and orders will be considered the master. When merging, data from duplicates will be added to the master. If there is data on both master and duplicate, only master data will be saved.
Choose action for each duplicate
Administrators can choose to:
Merge: Accept the suggestion based on the hierarchy explained above.
Ignore: Do not do any action and keep suspected duplicates.
Delete: Delete both duplicates
Click on contact/company in the list to show more information on what data will be kept and what data will be deleted, if merged.
3. Do updates
Once you’ve made your decisions, click “Do updates” in the top right corner.
4. Confirm choices
Click Okay to confirm changes.
How are matches made?
For contacts, matches are made based on name and email address. For companies, matches are made mainly based on company names.