Find and Merge duplicate contacts in bulk!

You can now find and merge all your duplicate contacts in OnePageCRM.
When merging contacts in bulk, all Deals, Notes and stored emails from all the duplicate contacts will be copied to the single merged contact.

Single value fields like

  • First Name
  • Last Name
  • Job Title
  • Company
  • Address (City, State, Zip, Country)
  • Status
  • Lead source
  • Owner
  • Custom Fields (except ones of type Checkbox)

will be copied from the most recently contact created. It assumes that the most recent contact details are the most up to date and will ignore previous details if they are different.

Multiple value fields like

  • Phone
  • Email
  • URL
  • Tags
  • Background
  • Custom Fields (of type Checkbox)

will all be copied to the merged contact. So for example, if two of the duplicate contacts have different phone numbers. Both phone numbers will be copied to the new single merged contact.

Note: Bulk merging is a powerful feature. Please check your list before running. I also suggest you try it on a couple of contacts first before running it on all.

How to merge duplicate contacts:

1. Open up the Advanced search from the top menu.
Select Advanced search

2. Select Duplicates from the drop down and choose to find duplicates based on email address or first name and last name.

Choose Duplicates from the drop down

3. Select which contacts you wish to merge in the results and click MERGE DUPLICATES at the top of the page.

Select your contacts to merge

4. All duplicates selected will be merged into a single new contact.

Merged contacts appear in your Action Stream

Any questions about our latest update, feel free to email carmelg@onepagecrm.com or comment below.

Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a free 21 day evaluation and see how our Next Action sales method can help you Get Sales Done!

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Alan O'Rourke
Alan O'Rourke
Alan is an ex artist, ex film maker, ex designer, ex product manager and ex entrepreneur. VP of Marketing here at OnePageCRM. Author of 2, soon to be 3 marketing books. Almost made it to the big time as an extra on TVs A Tale At bedtime with Podge and Rodge playing snooker player #2 but they didn't show his good left side.

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