Duplicates happen — sales rep creates "Acme Inc", marketing imports a CSV with "Acme, Inc.", an AI agent qualifies a lead from "acme.com" without finding the existing record. Merge them cleanly.
Find duplicates
From /app/companies, click "Find duplicates". The system surfaces candidates grouped by: matching tax ID, matching website domain, fuzzy name match (90%+ similarity).
Merge two records
- Open the merge candidate pair.
- Pick the "surviving" record (usually the older one with more data).
- Resolve field-by-field conflicts: which legal name wins, which website wins, which industry stays.
- Confirm. All related records (contacts, leads, invoices, contracts, projects, files) reassign to the survivor; the other record is archived.
What survives
The merge preserves: all activity history (audit trail combined), all related records (deduplicated where they overlap), and all custom-field values (winner's values take precedence; non-empty loser values fill blanks on the winner).
What's irreversible
Once merged, the archived record cannot be split back. If you merge by mistake, you must restore from a backup or recreate manually. Always double-check the surviving record before clicking confirm.
Tips
- Run "Find duplicates" weekly during heavy onboarding periods.
- For systematic merge across many duplicates, use the bulk-merge tool — but only after manually reviewing the first 5-10 candidates to confirm the matching is accurate.