Table of Contents
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
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.