Merging Duplicates
The merging duplicates page has a couple of quirks that make it less functional for larger data sets.
- The merged duplicates show up at the top of the list. This is fine for the one off duplication merging, but when something like a bad sync creates a large volume of dupes, after merging for a while, the engine appears to stop finding duplicates if the merged duplicates is more than a scroll or two long.
- Clearing merged contacts ONLY clears a scroll's (a page or some other number, but not every duplicate that has been merged if the list is too long) worth and doesn't refresh the page. This causes the "What a beautiful sight!" message to display rather than refreshing the remaining list of dupes or merged duplicates.
- I understand the need for triple verifying a merge, however, forcing the user to jump the mouse all over the page is inefficient and time consuming when doing large quantities of merges. With fantastic keyboard shortcuts already in place, it would be nice to use them here too.
Comments
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I completely agree that there needs to be something better for the merge abilities in Pipedrive (NOT THE MARKETPLACE). I noticed that people have been complaining about this lack of feature for years now and yet pipedrive does nothing about it. It is frustrating enough that makes me want to reconsider using it and switch to something different.
Just a few hours ago, I asked exactly the same thing and submitted a support ticket and they told me to post "here" and the features that make the most noise just focused on first. I mean how much noise does one have to make for a common feature that every other system has as standard?
I did a little bit of digging and these are some of the many, MANY posts that I have found about people asking for this feature. At one point I even found some requests that were dating back to years ago....
https://community.pipedrive.com/post/merge-contact-duplicates-5f645a5573e5506fde3e070a
https://community.pipedrive.com/post/merging-5f881b75519c66055bab15c4
https://community.pipedrive.com/post/merge-duplicates-5e5f5329287cb87eefea7fef
https://community.pipedrive.com/post/bulk-de-duplicate-suggestion-5e3809c818aa897f7f84a483
Maybe if we tag enough Pipedrive employees from the other posts that have all made similar requests, they will finally listen to the mass amount of people that are asking for this feature. Please STOP ignoring the need for the feature Pipedrive.
@Administrator Pipedrive @Clarissa Silvino @Inês Batata @Mike van der ValkAlso tagging some of the other community supporters that have made comments about this feature.
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I would LOVE the ability to do mass merges!
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Nathan DeYoung said:
I completely agree that there needs to be something better for the merge abilities in Pipedrive (NOT THE MARKETPLACE). I noticed that people have been complaining about this lack of feature for years now and yet pipedrive does nothing about it. It is frustrating enough that makes me want to reconsider using it and switch to something different.
Just a few hours ago, I asked exactly the same thing and submitted a support ticket and they told me to post "here" and the features that make the most noise just focused on first. I mean how much noise does one have to make for a common feature that every other system has as standard?
I did a little bit of digging and these are some of the many, MANY posts that I have found about people asking for this feature. At one point I even found some requests that were dating back to years ago....
https://community.pipedrive.com/post/merge-contact-duplicates-5f645a5573e5506fde3e070a
https://community.pipedrive.com/post/merging-5f881b75519c66055bab15c4
https://community.pipedrive.com/post/merge-duplicates-5e5f5329287cb87eefea7fef
https://community.pipedrive.com/post/bulk-de-duplicate-suggestion-5e3809c818aa897f7f84a483
Maybe if we tag enough Pipedrive employees from the other posts that have all made similar requests, they will finally listen to the mass amount of people that are asking for this feature. Please STOP ignoring the need for the feature Pipedrive.
@Administrator Pipedrive @Clarissa Silvino @Inês Batata @Mike van der ValkAlso tagging some of the other community supporters that have made comments about this feature.
9 months ago, wow. Still having these same problems. Our company just onboarded with Pipedrive and we are having issues with duplicate data already and see that there is no way for us to use OUR OWN unique identifier fields to check for duplicates within the system.
It is amazing to me that a CRM company would not have this capability.
We may not be here for long.
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Trying Pipedrive here, still experiencing this issue in March '23. That's crazy how they can't solve such a painful issue after this long.
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Hi @Nathan DeYoung and @Justin_67806,
Not sure if you guys were able to solve your duplication issue yet. But yes fully agree that bulk merging with some more advanced matching options should be a priority here, it's too necessary.
I also wanted to mention that Insycle (and full disclosure, I work for them) could help you to merge duplicates in bulk and create custom rules for identifying duplicates. Insycle allows you to use any Pipedrive field as a potential matching field, along with advanced matching features such as Exact/similar matching, ignoring certain parts of fields, etc. Then, you can bulk merge hundreds of duplicates at one time, rather than having to go through each one by one, manually.
You also have full control over the resulting merged master record, using rules for the master record as a whole, and even rules for retaining data on a field-by-field basis.
So for example, save a lead status (lead, prospect, customer) field from the most recently updated record, you could. Or collect all of the merged record IDs in a custom field for auditing purposes. You can build rules for every important field so you ensure you don't lose valuable data split up between multiple duplicate records when merging.
Hope that helps!
Ryan
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