Find and merge duplicates

TopReach finds likely duplicate contacts and companies and merges them into the record you keep.

Updated

Works on
  • Web
  1. Go to Settings → Data Deduplication (Duplicate Management).
  2. Review the groups. Each shows a % Match and what matched. Change the Threshold to see stricter or looser matches.
  3. Pick the Primary record: the one you keep.
  4. Choose a Strategy: Fill Blanks (the default), Keep Current, Use Incoming or Combine All.
  5. Leave Delete source after merge on to remove the other records once they're merged.
  6. Click Quick Merge, merge the records you selected, or click Merge Cluster to merge the whole group.

A person's or company's profile also flags possible duplicates of that record.

To keep duplicates out in the first place, import with Create only or Update duplicates (see Import contacts from a spreadsheet).

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Still stuck?

Email the TopReach team and we'll help. support@gettopreach.com

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