Find and merge duplicates

Duplicates creep in through imports, forms, and honest retyping. They split a person’s history across two half-records. A nightly sweep hunts them down across people, households, and companies (imports catch most on the way in; this queue is for what slips through), and the Duplicates page is where you review what it found.

Review and merge

1. 1Open DuplicatesChoose people, households, or companies.
2. 2Read the confidence and the why-flagged reasonEach pair is labeled High confidence or Possible match, with a sentence naming what matched (same email, same name at the same address, and so on) and a side-by-side comparison of the fields that differ.
3. 3Merge into one, or Not duplicatesMerging fills blanks on the record you keep from the one you remove (it never overwrites a value that is already there), and you confirm before anything happens. Genuinely two different people? Choose Not duplicates and the sweep will not flag that pair again.

Caught a pair in a grid instead? Select exactly two rows and use Merge in the bulk action bar. Same result, no trip to the finder. See Selection, bulk actions, and merging.