Overview
The data cleaning section enables you to find and merge duplicate entries within your contacts and pools lists.
Finding duplicates
Step 1: Select all options in the "Filter" section. This will show any records that match on all this criteria
Merging duplicates
Once you have found duplicates, you can start to merge them together
Set as primary: The first record in the list will be chosen as the primary, however you can assign which record you would like to be the master using this function.
Ignore: This will remove the contact from the list, so it will not be deduplicated.
Edit data: You can edit the primary record data to dictate what the final deduplicated record looks like.
Merge: Once you are ready, you can click "Merge" which will combine all the chosen records, into a single record. All the associated records, such as quotes and invoices, will be moved to the primary record.
Set as primary: The first record in the list will be chosen as the primary, however you can assign which record you would like to be the master using this function.
Ignore: This will remove the contact from the list, so it will not be deduplicated.
Edit data: You can edit the primary record data to dictate what the final deduplicated record looks like.
Merge: Once you are ready, you can click "Merge" which will combine all the chosen records, into a single record. All the associated records, such as quotes and invoices, will be moved to the primary record.
Automatic de-duplication
IMPORTANT:
We recommend using the manual deduplication tool, and identifying the best rule before using this function. You cannot undo this action, so you need to make sure that anything that will be merged, should be merged.