Deduplicate Records

Deduplicate Records

The Deduplicate Record feature enables you to find duplicate records in bulk and merge them as one record, if required.
 
Please note that this feature is only available in the Zoho CRM Enterprise edition. 
 

To merge duplicate records

Click the [Module] Tab.

Module refers to Leads, Accounts, Contacts, etc. tabs.

In the [Module]Home page, under [Module] Tools, click Deduplicate
[Module].


In the Deduplicate [Module] page, click an option by which you would like to search the duplicate records.

Click Next.

From the list of matching records, select a record.

Click Next.

In the Search Criteria section, enter additional search criteria, if required.

Click Search.

Click Match all the following or Match any of the following, as required.

Under Matching Records, select at least two records to be merged.

Click Next.

In the Merge [Record] page, select the record that you want to maintain as the Master Record.

The double entries are highlighted. Select the data that is to be retained.

Click Merge.