Merge Duplicates in Pipedrive

When multiple team members are inputting new data into Pipedrive, duplicates can easily occur. Managing these duplicates is essential to maintaining an effective database. The Merge Duplicates feature in Pipedrive helps keep your data clean and organised.

Accessing the Merge Duplicates Feature

You can access the Merge Duplicates feature in several ways:

1. Via Tools and Apps:

   • Go to Tools and apps > Merge Duplicates to see the list of possible duplicate people and organisations.
     

2. Through Detail View:

   • Access the Merge Duplicates menu through the detail view of any person or organization contact flagged as a potential duplicate.
   

The Merge Duplicates feature will display potential duplicate people and organisations within your Pipedrive account, including details such as names, deals, activities, creation date, owner, and visibility settings. This information is invaluable in determining whether an item is a duplicate and what information to prioritise when merging.

Merging Duplicates

1. Select the Primary Item:

   • Choose which item you wish to be the primary. The primary item's information will be prioritised in merging if there is any conflicting information.
   • For example, if two "Tom Smiths" have different phone numbers, the phone number associated with the primary Tom Smith will be saved once the merge is complete.

2. Preview the Merge:

   • Click the Preview button to see how the contact will appear once merged.
   
    
   • This stage allows you to check for any incorrect or inconsistent information.

3. Finalise the Merge:

   • If you find any information you want to correct, click the Back button to change the priority of the information before continuing.
   • Once satisfied, complete the merge.

Merging Items That Are Not Duplicates

Pipedrive also offers a manual merging feature for items not identified as duplicates. This can be used to merge deals, people, and organisations.

1. Initiate Manual Merge:

   • On the detail view of a deal, person, or organisation, click on More (...) and select Merge.
     

2. Search and Select Items:

   • In the merge menu, enter the deal or contact name you want to merge in the search bar at the top right corner.
   • Select the deal or contact to merge, and the information of both items will be displayed.
     

3. Resolve Conflicts:

   • Choose which information to keep in case of conflict using the banner at the bottom.
   • Click on Preview and, if everything looks correct, proceed to Merge.

By using the Merge Duplicates feature, you can maintain a clean and effective database, ensuring that your team can work more efficiently and without the confusion of duplicate information. For further details on how Pipedrive identifies possible duplicates, check out this article.