The Find Duplicates feature searches your database every night and finds companies and contacts that look like duplicates based on different parameters.
Administrators can review suspected duplicates and choose to either merge contacts/companies or ignore suggestions. View more ways to keep your Upsales data clean.
This article covers:
How to remove/merge duplicates
Click Sales & CRM → Companies & contacts, click the Company tab or Contact tab:
Look for the Duplicate alert:
You can also view potential duplicates at any time by clicking the Clean icon:
This shows the potential duplicates divided into three types:
-
Companies linked to the database (companies) or Identical duplicates (contacts)
For companies, these share the same Company Data Hub ID and are very likely to be the same company
For contacts, these share the same name, email, and company -
All duplicates
These are entries that Upsales recommends reviewing and potentially merging -
Hidden duplicates
These are entries that a user has reviewed and marked as not a duplicate
Click the type you want to merge:
This shows all the duplicates. Scroll horizontally and tick the box next to the data you want to keep:
All data from duplicates will now flow into the entry you've chosen to keep (the master).
If there are data conflicts, such as different journey statuses, then the master's data is retained.
The duplicate is now removed from Upsales.
When you're ready, click Save & merge:
How to ignore or hide duplicates
Click Sales & CRM → Companies & contacts, click the Company tab or Contact tab:
Look for the Duplicate alert:
You can also view potential duplicates at any time by clicking the Clean icon:
Click wherever there's a Show duplicate option:
Click the Hide icon:
Click Save changes and the contact is now hidden from your duplicates:
You can now view the contact under Hidden duplicates:
How matches are made
For contacts, matches are made based on email address. Inactive contacts and contacts without a valid email address are not checked.
For companies, matches are made based on any of the following:
- The same identifying key in the Company Data Hub
- The same DUNS number
- The same company name. Upper/lower case, accents, special characters and legal entity forms are ignored when comparing names, so Acme AB and acme are a match.
Inactive companies are not checked.