Removing duplicate contacts is a part of good data hygiene and merging them is a great way to keep your contact list tidy. If you have a lot of duplicate contacts, it will take time to merge every single one of them, however by using data jobs, you can merge contacts in bulk.
Table of Contents
Data imports will result in database changes. Please ensure that your data has been backed up as needed.
Instructions - Identification of Duplicate Contact Records
Locating potential duplicate records can be easily achieved with the following steps.
- Note: Other available contact reviews include Organizations and Households.
Instructions - Bulk Merge through Import Feature
Once you have identified your "surviving" contact record ids and the record's reciprocal "sacrificed" contact record ids, you can begin the creation of your bulk merge file.
- Survive Contact Id
- Sacrifice Contact Id
- Your Excel Workbook should like similar to the below with the two columns for the fields.
Critical Note: Data Importing cannot be reversed. Ensure your import file is managed with care and your data has been backed up as needed.
FAQs & Additional Reading