Merging Records
Morgan Volta
8 steps
2 minutes
1
Click "Filter"
2
If you're working with more records, we also have some built in tools to help you find some of those duplicates. For example, you can search by name, zip code, address, telephone and web address.
3
Click here
4
Values from the duplicate record will not be retained. We call the primary record the "merge to" record. Especially if you're working with a larger set of data, we recommend adding the ID column to your view so you know which records you're merging.
5
To merge, click the action button, and then "Merge".
6
The company ID will help you determine which record to keep.
7
Click here
8
Click "Yes". The merge is now complete! If you accidentally merged a record, it can be recovered under tools & settings > Deleted Records.
Merging Records
Morgan Volta
8 steps
2 minutes
1
Click "Filter"
2
If you're working with more records, we also have some built in tools to help you find some of those duplicates. For example, you can search by name, zip code, address, telephone and web address.
3
Click here
4
Values from the duplicate record will not be retained. We call the primary record the "merge to" record. Especially if you're working with a larger set of data, we recommend adding the ID column to your view so you know which records you're merging.
5
To merge, click the action button, and then "Merge".
6
The company ID will help you determine which record to keep.
7
Click here
8
Click "Yes". The merge is now complete! If you accidentally merged a record, it can be recovered under tools & settings > Deleted Records.
