How to merge duplicates

Having duplicates in your CRM can lead to confusion - we're here to help. Learn about the two ways to merge duplicate people and organizations, followed by an FAQ section below:

• Duplicate Management center (Admins only)
• Merging duplicates one by one (All user types)
• Frequently Asked Questions
  
  

Note: Merging duplicates cannot be undone and should be merged with caution.

Duplicate Management center (Admins only)

If you are an admin (or an Enterprise Admin on the Enterprise tier), you can manage duplicates in one place through the Duplicate Management center.

1. Click on Settings on the left side of your screen.
   
   
   
2. Scroll down and click the Duplicate Management tab. You can click on either the Organizations tab or the People tab based on which entity type you'd want to focus on.
   
   
   
3. At any given moment, you can find out how many total duplicates Affinity has potentially identified across your account.
   
   
   
4. You can also sort by Highest confidence (based on Affinity's algorithm) to make your merging decisions more quickly (see Step 5 below).
   
   
   
5. For each pair of duplicates, choose one of the three options:
   1. Smart Merge - This will combine notes, interactions, reminders, files, and global field values from the Duplicate contact and merge them onto the Primary contact.
      
      
      
   2. Skip (will resurface after 14 days)
      
      
      
   3. Keep Both
      
      
      
6. If there are many duplicates, you can jump across different pages to quickly navigate back to a desired section.
   

Merging duplicates one by one (All user types)

If you are not an admin, you can still merge duplicates by following the steps below.

1. Go to the profile page of the person/organization that will be the main contact you'd like to keep as the primary.
2. Click the ellipsis (3-dotted icon), then click Merge duplicate.
   
   
   
3. Type in the name of the duplicate you’d like to merge into the main contact, then click Merge.
   
   
   Note: You can merge contacts for people-type and organization-type contacts, but not for opportunity-type contacts due to their unique nature.

Frequently Asked Questions

How does Affinity determine which people and organizations are potential duplicates?

• Affinity will surface potential duplicates of people based on exact name matches and potential duplicates of organizations based on exact name and exact domain/website matches.