How can I merge duplicate data records?

Last Revised:   Written by Veloxity CRM    Time Estimate: About 3 minutes to read. Version 2.0

Step-by-step guide 

Quickly merge duplicate data records using Merge Records.

Merge Records guides you through the process of selecting which information to keep and which information to delete during the merge.

Tip: While this guide leads you through the process of merging duplicate Leads, the process is the same for all data records.

Step One

  1. Navigate to the Lead Data Table, and click the Overflow Menu.

  2. Click Merge with Other Lead. 

  3. Click the row number of the first data record you want to merge. 

You are looking at a screenshot demonstrating how to merge duplicate records. The same process is used with all data records. We are using a Lead Record in this example.

Figure 1. Step One: Merge Duplicate Data Records.

Step Two

  1. Click the row number of the second data record you want to merge.

  2. Click OK. 

Tip: You can only merge two records at a time. 

You are looking at a screenshot demonstrating how to select a data record to merge with the currently selected data record:

Figure 2. Step Two: Merge Duplicate Data Records.

Step Three 

  1. Click the box to select which data record to keep. (The other data record will be deleted after merging.)

  2. Click OK.

You are looking at a screenshot demonstrating how to select a data record during a merge:

Page layout

Figure 3. Step Three: Merge Duplicate Data Records.

Step Four

Resolve any conflicting values between the data fields.

  1. Click to position the arrow in the direction of the value you wish to keep. (The other value will be deleted.)
  2. Click OK.

Tip: Double-check your choices. The value with the green check mark is saved. The value with the red x is deleted.

You are looking at a screenshot demonstrating how to use the arrow to point to the data you wish to keep:


Figure 4. Step Four: Merge Duplicate Data Records.