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How to merge many records at once, not one by one?

April Fisher

Hi all, looking for a way to mass merge records. 

I have a list of records that I have identified as duplicates (the list is 3000 rows long), and it is unsustainable to merge them one by one. 

As an example, here's how the data is formatted in excel: 

LEAD NAMES/ IDs:

1. X

2. X1

3. Y

4. Y1

5. Y2

I need a way to be able to merge lead 1 and 2, and merge leads 3,4,5, but not merge all 5 into one record. 

I can reformat the data in any way - just not sure if there's an import process or mass merge process that could help. 

Does anyone have suggestions?

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    Hi April,

    I don't know if there's a limitation to the number that can be merged, but pulling a list of the records (like %x or %y) then selecting them to do a merge works.  I've done merges with up to five records - selecting the "master" and then selecting fields from different records.

    Note: if there are multiple email addresses, only one will be in the new record - I've made note of alternate addresses, then added them to the new merged record.

    Also: Note that if the field in the record isn't available for "merge" - the value of the "master" will be the only option.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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  • 0

    Hi April,

    I don't know if there's a limitation to the number that can be merged, but pulling a list of the records (like %x or %y) then selecting them to do a merge works.  I've done merges with up to five records - selecting the "master" and then selecting fields from different records.

    Note: if there are multiple email addresses, only one will be in the new record - I've made note of alternate addresses, then added them to the new merged record.

    Also: Note that if the field in the record isn't available for "merge" - the value of the "master" will be the only option.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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