Merging Duplicate Contacts
Find and merge duplicate contacts from Contacts → Data Quality → Duplicates. The scanner groups contacts that share an email, a phone (when the name/email also match), or the same name + company.
Steps
- Open Contacts → click the Data Quality button → Duplicates tab.
- Each group shows the matched value and its contacts; the top row is the PRIMARY (the record that survives).
- Click Merge on a single group, or Merge All Duplicates at the top to process every group in one pass (it shows live progress and skips any that error).
Good to know
- Merging keeps the primary record and only fills its blank fields from the others; conversations, deals, calendar events, bookings and workflow runs all transfer to the primary, then the duplicates are deleted. It cannot be undone.
- Same-name contacts with DIFFERENT emails and no company are NOT auto-detected (e.g. three "Adam Tunks" on three different emails) — the scanner needs a shared email/phone or name+company. Merge those manually or add a company so they group.
- If you merge records with different emails, only the primary email is kept — capture the others first if you need them.
Example: After an import created three identical rows on the same email, the Duplicates tab grouped them and one "Merge All Duplicates" cleared all 97 groups in a single pass.
Troubleshooting
Clicking Merge / Merge All returns "Validation failed"
The page was sending the wrong payload shape to /contacts/merge.
Fix: Fixed — merge now sends the correct secondaryIds array. Reload the page; single-group Merge and the bulk Merge All button both work.