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Merge Duplicates

Merge Duplicates

Section titled “Merge Duplicates”

Duplicate records create confusion and inaccurate reporting. HARi CRM helps you find potential duplicates and merge them into a single clean record.

Finding Duplicates

Section titled “Finding Duplicates”

HARi detects potential duplicates based on matching criteria like email address, phone number, or name.

  1. Navigate to the entity you want to check (e.g. Contacts)
  2. Click the More menu in the toolbar
  3. Select Find Duplicates
  4. HARi scans your records and presents groups of potential duplicates

Each group shows the records that appear to be duplicates, with the matching fields highlighted so you can quickly verify.

Reviewing Duplicate Groups

Section titled “Reviewing Duplicate Groups”

For each group of potential duplicates:

  1. Review the records side by side
  2. Check if they are truly the same person/company or just have similar names
  3. If they are not duplicates, click Dismiss to remove the group from the list
  4. If they are duplicates, click Merge

Merging Records

Section titled “Merging Records”

When you merge duplicates:

  1. Select the primary record — this is the record that will be kept
  2. For each field, choose which value to keep:
    • If one record has a filled field and the other is empty, HARi keeps the filled value
    • If both records have different values, you choose which one wins
  3. All related records (activities, deals, emails) from the secondary record are moved to the primary record
  4. The secondary record is deleted
  5. Click Confirm Merge

Preventing Duplicates

Section titled “Preventing Duplicates”

To reduce duplicates from being created in the first place:

  1. During import — Use HARi’s duplicate detection during CSV import. It flags potential duplicates before they are created.
  2. During manual entry — When creating a new record, HARi checks for existing records with similar email or name and warns you.
  3. Chrome Extension — When adding contacts from LinkedIn or Gmail, HARi checks if the contact already exists before creating a new record.

Bulk Merge

Section titled “Bulk Merge”

If you have many duplicates to clean up:

  1. Run Find Duplicates to generate the full list
  2. Work through the groups one at a time
  3. For straightforward cases (identical email), you can use the Auto-Merge option which keeps the most recently updated record as primary

Next Steps

Section titled “Next Steps”