Duplicate contact records can occur through manual data entry errors, multiple imports from different sources, or when different team members create separate records for the same person or organisation. Merging duplicate contacts consolidates all transaction history, communications, and relationship data into a single accurate record whilst eliminating confusion and maintaining data integrity.
This guide explains the complete process of identifying duplicate contacts, selecting which records to merge, choosing the primary contact that will remain, reviewing and selecting field values from both records, understanding how transaction history will be consolidated, and completing the merge operation safely.
By the end of this tutorial, you will be able to confidently merge duplicate contact records, ensuring your contact database remains clean and accurate whilst preserving all historical transaction data and business intelligence. Let's get started!
Follow these steps to merge duplicate contact records
Congratulations! You have successfully merged duplicate contact records into a single, comprehensive contact profile. All transaction history, communications, documents, and relationship data from both contacts are now consolidated in one place, providing a complete view of your business relationship whilst eliminating confusion caused by duplicate records.
Moving forward, consider establishing data entry standards and using the duplicate detection tools regularly to prevent new duplicates from being created. If you discover additional duplicates, you can repeat this merge process to continue maintaining a clean and accurate contact database.
For further assistance with contact data quality, bulk duplicate detection, data import best practices, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.