Table of Contents
- Merge Duplicate People, Organizations, and Deals in Pipedrive
- Pipedrive Merge Logic
- Customized Merge Logic
- Additional Resources
Merge Duplicate People, Organizations, and Deals in Pipedrive
For a step-by-step guide about the deduplication tool and process, please see the help article Bulk merge duplicate people, companies
Pipedrive Merge Logic
Insycle uses the underlying Pipedrive merge API to perform the merge.
In addition to the default merge logic, when a field value is empty in the master Insycle 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
It is possible to customize the merge logic. For example, to instruct it 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.