Ticket Merger

Merging Duplicates in Zoho CRM

Zoho CRM is better equipped than most: it has both a find-duplicates tool and a de-duplication routine, and they do different jobs.

All platformsDuplicate tickets too?

Merging two records in Zoho CRM

1

Run Find and Merge Duplicates on the module

Leads, contacts, accounts and vendors each have it. Choose the fields to match on, usually email, and Zoho lists the candidate pairs.

2

Pick the master record

The master keeps its values. For every conflicting field you choose which value survives, which is more control than most CRMs give you.

3

Merge and check the related lists

Notes, activities, attachments and related records move to the master. Deals and quotes are worth checking afterwards on important accounts.

The two Zoho tools, and when to use each

Find and Merge Duplicates works record by record, with you approving each pair. Right for accounts that matter.
De-duplicate, run per module against a chosen matching field, handles volume in one pass. Right for a bulk import cleanup.
Set duplicate check fields on the module so Zoho refuses to create a record that already exists. This is the setting that stops the problem recurring.

Stopping the next batch

Mark email as a unique field on leads and contacts so creation is blocked rather than duplicated.
Use the same matching key on every import, and never import without one.
Check web form behaviour on an existing email: update or create.
Convert leads deliberately, since lead conversion is a quiet source of duplicate contacts.

Frequently asked questions

Can Zoho CRM prevent duplicates automatically?+

Yes. Setting a field such as email as unique on the module blocks creation of a matching record, which is the most effective single fix.

Can a Zoho merge be undone?+

No. Export the module before a large cleanup.

Duplicate records, duplicate tickets

The same person existing twice in Zoho CRM usually means the same person raising two support tickets that never connect. Ticket Merger fixes that half automatically, on Zendesk and Freshdesk.

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Keep reading

How to Merge Duplicate Records in Any CRM
Step by step guides to merging duplicate contacts, companies and deals in HubSpot, Salesforce, Pipedrive, Zoho CRM, Dynamics 365 and Marketo.
How to Merge Contacts in HubSpot (Step by Step)
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