Processing Duplicate Records
Merging and Converting
Articles
Discard Records
If you come across a group of records that you do not want to process as duplicates, you can discard one or more records from the group. Discard records only for the current duplicate search, or...
Direct Processing
Direct Processing finds and merges duplicate records that came in via API insert without any user interaction. Duplicate records that were found when records came in via API insert, i.e. via...
Manual Convert
Convert two duplicate records between different entities, to ensure you always have the correct and most recent information. For example, qualify a Lead by converting it into an existing Contact...
Auto Merge
Quickly merge a large number of duplicate search results with the Auto Merge feature. Next to manually merging duplicate records, you can also merge them automatically. Start Auto Merge from the...
DC Job Results Overview
The DC Job Results Overview page presents an extensive overview of the returned results of a Duplicate Check Job. On this page you can view the duplicate record details, and manually merge the...
Manual Merge
Merge two or more duplicate records to clean up your data, to ensure you always have the correct and most recent information. Once you have found duplicate records, you can merge them. When there...