Zoho CRM has a built-in deduplication feature for Leads, Accounts, Vendors and Contacts. You choose the criteria to check for duplicates, CRM runs the check on the server, and you choose which data to keep when records are merged.

Applies to: Zoho CRM – All clients

Background

Duplicates get created by accident over time. Sometimes users enter a record twice, and sometimes clients fill in a form more than once.

Steps

1. Start the deduplication process, as shown in the animation below.

   

   Deduplication process

2. Choose the criteria and combinations to check for duplicates.

3. Wait for the process to finish. It runs on the server, and you are notified when it's complete.

4. If records need checking, use the link CRM provides to the records that need review.

5. Where the copies have different data, choose which data to keep and which to delete in the merge.

   

   Resolving conflicts

For more information on deduplication, see Zoho's help article: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/duplication-mangement/articles/auto-merge-duplicates