Merge Duplicate Contact or Company Profiles

Sometimes customers reach out from more than one email address or communication channel. That can create duplicate contact profiles for the same person, or even multiple company records if they use different domains.

To keep everything organized and make sure your team can see the full conversation history in one place, you can merge contacts or companies into a single record.

Merge Contact Profiles

1. Locate both the duplicate profile and the profile you want to keep. The easiest way to do this is to head to Customers > Contacts and find the contact profiles that you want to merge. In our example below we are searching by name to find both of the profiles. 

2. Make a note of, or copy, the email address of the profile you don't want to keep.

   
   

   

   In this example, we're NOT keeping demetria@apparelacoustics.ml.

   Click on the profile for the one you DO want to keep (in this example,  demetria@apparelacoustics.xyz).

3. Click Add under Emails and enter the email for the profile that you're not keeping and click Apply.

   
   

   

4. A modal window appears with the information about your merge. Click Continue to confirm the changes.

   
   

   

Now, go outside, walk the dog, or just keep working if you have to. You've merged the contacts! 

Merge Company Profiles

1. Locate both the duplicate profile and the profile you want to keep. The easiest way to do this is to head to Customers > Companies and find the company profiles that you want to merge. In our example below we are searching by name to find both of the profiles. 

2. Make a note of, or copy, the domain of the profile you don't want to keep.

   
   

   

   In this example, we're NOT keeping apparelacoustics.ml.

   Click on the profile for the one you DO want to keep (in this example, apparelacoustics.xyz).

3. Click Add under Email domains and enter the domain for the profile that you're not keeping and click Apply.

   
   

   

4. A modal window appears with the information about your merge. Click Continue to confirm the changes.

   
   

   

Now, go outside, walk the dog, or just keep working if you have to. You've merged the companies!