This article explains how to identify and merge your first duplicate in Dedupely using fields like email or phone, and outlines your merge options.
Once your CRM is connected, you're ready to start finding and merging duplicates. If you haven’t done that yet, you can find the steps to connect it here.
This guide walks you through how that works and how to begin using your synced data.
Note: The records shown in this example come from a dummy account. No real customer or personal data is ever used in visuals or demonstrations.
1. Find duplicates
Dedupely allows you to match duplicates based on fields pulled directly from your CRM, such as email address, name, phone number, or other custom fields.
A quick way to start is by running a scan based on a primary identifier like email. Dedupely will show you potential duplicates for easy review.
For more advanced options and a complete walkthrough, see our article on Finding Duplicates.
2. Merge duplicates
Once duplicates are identified, you’re ready to merge! Dedupely offers several merging options:
- Individual merge: Review and merge duplicates one by one by choosing which data will be kept. (The example above shows an individual merge).
- Bulk merge: Select and merge the first 50 duplicates or select all matches to merge to save time.
- Automated merge: Set up automated merging on each searchpad for ongoing deduplication without manual intervention.
For detailed instructions and best practices on merging, see Merging Duplicates.
If you’re wondering what exactly happens when you merge, how values are kept, combined, or replaced, this article covers that in detail so you know what to expect as you move forward.