Find & merge duplicates in CSV

Dedupely uses match options that you define to detect duplicates. You can compare fields like name, email, phone number, company name, or custom fields, using exact or similar matching. Once set, Dedupely scans your CRM and groups duplicates into match sets for you to review before merging. You have full control over the criteria used to detect duplicates, ensuring that only the right records are flagged for merging.

Explore all the ways to find duplicates

Yes! With Dedupely, you decide which records are considered duplicates by setting match options and merge rules. Match options define what counts as a duplicate, while merge rules control how individual fields are merged. Dedupely follows your CRM’s native merge structure, which means merging happens on a field-by-field basis—not by selecting a single “winning” record. You have full control over the logic, ensuring your most important data is kept.

Check out how merge rules work

Yes! You can create a search pad with your preferences and match options, to run and merge automatically, based on a schedule of your choice.

More about Dedupely's search pads

Let’s talk about auto merge safety

Dedupely gives you full control over what data is kept by letting you define merge rules for each field. You can choose to keep the most recently updated value, prioritize data over blanks, or apply custom logic, like selecting a specific owner or the highest score. Since merging happens field by field, you can preview results before confirming, and winning values are highlighted so you know exactly what will be kept.

Customize how your duplicates merge

Yes! You can manually review every merge before confirming, or use auto merge with pre-set safety rules to streamline the process.

Here’s what happens when you merge

No. Dedupely enhances your CRM’s duplicate management with more flexibility, automation, and advanced matching options.

Setting up Dedupely with your CRM

Yes! Dedupely allows you to use filters to refine duplicate searches and focus only on the records that matter to you.

See how filters make things easier

Our team is here to assist! You can access step-by-step guides in our Knowledge Base or reach out via chat, email, or Zoom for personalized support.

(We love Zooming, so feel free to book a call—we’re happy to walk through everything with you )

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Find step-by-step guides in the Knowledge Base

Yes! Our free trial gives you full access to all features and unlimited customer service. We help you set Dedupely up for your needs, so by the time your trial ends, you’ll have everything running smoothly.

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