Finding duplicates
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      Finding Duplicates

      This guide shows how to configure, filter, and run duplicate scans in Dedupely to keep your CRM data clean and accurate.This guide shows how to configure, filter, and run duplicate scans in Dedupely to keep your CRM data clean and accurate.

      Duplicate records clutter your CRM, lead to inefficiencies, and create confusion across your team. Dedupely simplifies the process of identifying and managing duplicates, helping you maintain clean, reliable data. This guide will show you how to quickly and accurately find duplicates in your CRM, ensuring your records remain organized and error-free.

      Why use Dedupely for finding duplicates?

      With Dedupely, you can:
      • Customize your search pads: Configure matching options to fit your business needs, ensuring precision and flexibility.
      • Advanced matching techniques: Use exact, similar, and fuzzy matching to identify duplicates with varying degrees of similarity.
      • Comprehensive scanning: Quickly scan your CRM to identify duplicates across Contacts, Companies, Deals, or other Custom objects.
      • Refine with filters: Exclude irrelevant records to streamline your duplicate detection process.
      Whether you’re just starting to clean up your CRM or looking to maintain ongoing data quality, Dedupely’s tools are designed to make duplicate management simple and effective.

      Dedupely_NewSearchPad

      How to find duplicates in your CRM

      Step 1: Set up your search

      1. Log in to Dedupely and navigate to the Burger Menu tab.
      2. Click Create New Search on one of the Object type you’d like to scan, such as:
        • Contacts
        • Companies
        • Deals
        • Custom Objects
      3. Choose the fields you want to match (e.g., name, email, phone number).

      Step 2: Apply filters

      • Use Dedupely’s filtering options to refine your search and exclude irrelevant records:
        • Filter by field criteria (e.g., only include active contacts).
        • Exclude records based on specific conditions, such as a “Do Not Merge” tag or custom fields.

      Step 3 (optional): Refine your search pad

      • If you’d like to customize your Search Pad further:
        • Change matching techniques: Switch to Similar or Fuzzy Matching for broader detection.
        • Add filters: Include or exclude specific records based on criteria (e.g., active contacts only or custom tags like “Do Not Merge”).

      Step 4: Run a scan

      1. Once you’re satisfied with the settings in your Search Pad, click Run Scan to initiate a detailed duplicate detection process.
      2. Dedupely will process your CRM data and provide a refined list of duplicates ready for review.
      Tip: Save your Search Pad settings for easy reuse during future deduplication efforts.

      Maximizing your results

      Dedupely offers tools to ensure duplicate detection meets your exact requirements:
      • Save search pads for regular use: Automate routine scans to keep your CRM data clean.
      • Analyze results before merging: Review duplicate pairs carefully to avoid false matches.
      • Adjust matching techniques as needed: Experiment with fuzzy or exact matching for different scenarios.

      Next steps

      Now that you’ve identified duplicates in your CRM, it’s time to take action. Dedupely allows you to:
      • Merge duplicates manually for precision.
      • Bulk merge duplicates for efficiency.
      • Automate merging with pre-set rules for ongoing data hygiene.

      Need asssistance?

      If you have questions or need help optimizing your duplicate detection process, our Customer Success team is here to assist. Contact us via chat, email, or book a Zoom session for personalized support. Zoom with Support.
      Keep your CRM clean and efficient with Dedupely. Start finding duplicates today! 🎉