Table of Contents

Merge Duplicate Users and Leads in Intercom

For a step-by-step guide about the deduplication tool and process, please see the help article Bulk merge duplicate people, companies

Deduplicate across Leads and Users

It is possible to deduplicate across leads and users.

  1. Open the Merge Duplicates Module.

  2. Pick "Users" record type.

  3. In Step 1 Check "Include Leads"

Intercom Merge Logic

When merging Lead<>User, Insycle uses the underlying Intercom merge API

When merging Lead<>Lead or User<>User, Insycle performs a synthetic merge:

  • Open conversations: Duplicate contacts will be detached from open conversations, and the master contact will be attached to those conversations.

  • Closed conversations: Copy all closed conversations from duplicate contacts and create a note per conversation in the master contact (Notes are searchable in Intercom).

  • Tags: Assigned from duplicates to master.

  • Companies: Assigned from duplicates to master.

  • Notes: Copied from the duplicates and created in the master.

  • Events: Copied from the duplicates and created in the master.

  • Fields (for example, phone number): Retained from the master. When a field value is empty in the master it picks a non-empty value from the most recently updated duplicate automatically. When in doubt about conflicting field values, include those fields in the CSV report by adding them to the Master Selection section and their values would show on the audit trail.

Customized Merge Logic

For situations where you need more granular customization for picking duplicate records to include - or exclude - from the deduplication process, or for picking the master record, and there are no common rules you can apply for all or some of the records, you can customize bulk deduplication using exclusions and pre-defined masters.

Separately, it is also possible to customize the merge logic behavior. For example, to instruct Insycle to keep values from the master record instead of the most recently updated value, or copy values from one field to another as part of the merge, or any other. Customized merge logic requires an Enterprise plan. Please reach out via chat to discuss your specific requirements.

Additional Resources

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