If contacts have been duplicated—for example, as a result of an import or by accidentally adding the same person or company multiple times—you can search for all duplicates and merge them into one.
Merging contacts is used to combine duplicate records into a single contact. The data from the contact marked as Default will be treated as the primary source. All data from the other merged contacts will be added to the default contact. If there is information that can only appear once (e.g., company name), the data from the default contact will be retained.
In this article:
Merging contacts from the contact profile
Expand the drop-down menu next to the Edit link and choose Merge contacts.
2. A window will appear allowing you to search for the contact you want to merge.
If you open the merge form from a contact profile, Livespace CRM will automatically search for similar contacts and display suggestions.
Merging contacts via List operations in Livespace CRM
Enable List operations.
Select the contacts you want to merge and click the Merge option.
3. In the pop-up window, choose which contact should be the default. Data from the other contacts will be added to this one. Click Continue to complete the merge.
How to find duplicate contacts
If you're using the Automation plan or higher, you can easily find duplicates.
To do this, go to the Contacts list and click Find duplicates in the left-hand panel.
This option is available for users with admin permissions.
You’ll be redirected to a window where you can search for duplicates of companies or people.
After clicking Search for duplicates, you’ll see the scan status.
Then, a list of companies or people with similar contact entries will be generated.
To merge selected contacts, check the box and click Merge.
After the merge, those contacts will disappear from the potential duplicates list.
If suggested duplicates are not actually duplicates, you can dismiss the suggestion using the Reject button. These contacts will not be merged.
If you're unsure which contact is a duplicate, click the name in the Name column to open the profile. On the profile, you’ll also see an alert about a potential duplicate.
After clicking Merge duplicates, you’ll see a window that allows you to merge two companies or people.
Once merged, all data will be transferred to the default contact.
If the same information appears in both records, the data from the default contact will be kept.
Only one contact with the selected name will remain in the companies or people list.
Worth knowing:
From the list view, you can merge up to 10 contacts at once.
During the merge, contact details, addresses, custom field information, tasks, deals, wall posts, files, and more will be transferred.