Merging contacts is an effective method for organizing your database, removing duplicate entries, and bringing all essential details together into a single primary record.
Merging helps:
- Eliminate duplicate entries.
- Consolidate data into a single, accurate record.
- Streamline communication and tracking.
Merging contacts is a non-reversible action. Only admins have the access to merge contacts in a location.
Step 1: Select Contacts to Merge
- Go to the Contacts section of your CRM.
- Select the contacts you want to merge by checking the boxes next to their names.
- Click on the Merge icon on the top bar.
You can only merge up to 10 contacts in one single merge.
Step 2: Choose the Master Record
- In the merge preview screen, choose the Master Record.
- The Master Record is the primary record where consolidated data will be stored.
- All non-conflicting fields from other records will default to the Master Record’s values.
Step 3: Review and Map Fields
- Mandatory Field: Ensure you select a Primary Email and Phone for the Master Record if there are additional email addresses and phone numbers that needed to be added in the contact.
- If there’s no Primary Email, remove additional emails and assign one as the primary to proceed.
- For conflicting fields (e.g., phone numbers, addresses), choose the data you want to keep.
- Information like Courses, Community Groups, and Products will automatically combine across all merged records. Other information like Activities, Payments, Orders, Invoices and Appointments will automatically default to the activity of the master record.
Step 4: Confirm the Merge
- Double-check your selections in the merge preview.
- Click Merge to consolidate the selected contacts into one record.
- Once merged, the data from non-master records will be consolidated into the Master Record, and the duplicates will be removed.
