Data

Merging duplicate contacts

Automatic merging of duplicate contacts in Kommo. Finds and combines identical contacts by phone, email and other fields - without data loss.

Features

Finds duplicates by phone, email and other data
Combines them into one contact without losing information
Removes old duplicates and prevents new ones
Clean and organized base
Saving time for managers
Easy installation in 1 minute
Runs in the background
Customizable join rules
Blocking the creation of duplicates
Association statistics

Installation and setup guide

Detailed guide for working with widget "Merging duplicate contacts"

CONTENTS

  1. Go to settings
  2. Selecting fields to merge
  3. Launch of the merger
  4. Exceptions
  5. Field priority
  6. Blocking the creation of duplicates
  7. Tags to control merging
  8. Setting up block aggregation
  9. Association statistics
  10. Restrictions

Go to settings

After installation, click on the “Go to settings” button

Go to widget settings

Selecting fields to merge

In the Block Settings section, click Add Field.

Adding a field to join

Select the field to be used for merging

Selecting a field to merge

You can add multiple fields if necessary

Adding Multiple Fields

Launch of the merger

If you need to merge ONLY for new contacts, then before saving the settings you must not enable the "Merge all contacts (not only new)" checkbox.

Starting a merge for new contacts

If you need to merge the database, click "Save" and then "Enable database processing first"

Processing the entire database
  • After startup, identical contacts are automatically glued together in the background
  • In this case, the contact card displays information about the association:
Merge information in the contact card

Exceptions

If there is data for which you do not need to merge contacts:

  • Click “+ Exception”.
  • Enter a value (phone, email, etc.).
  • Save your changes.
Adding exceptions

Field priority

You can choose which fields have data replaced when merged. The value is replaced with that specified in the new contact.

Setting field priority

Blocking the creation of duplicates

Enable the option "Block contact creation..." - it will prevent the creation of duplicates and provide a link to an existing contact.

Blocking the creation of duplicates

Tags to control merging

After merging, the contact receives a "merged" tag, which you can use to filter merged contacts.

To not merge a specific contact, use the notmerge tag.

The merged tag for merged contacts

Cancellation can only be made within 30 days from the date of merger. After 30 days have expired, old deleted entities are permanently deleted from Kommo.

The notmerge tag to exclude a contact from a merge

Setting up block aggregation

  • To merge, all fields in one block must match.
  • Logic: inside a block - AND, between blocks - OR.
Setting up block aggregation

Example:

1. Email and phone number match.
2. Or the position and product are the same.
3. Or a combination of (1) or (2).

In these cases, the merger will occur.

Association statistics

In order to view the association statistics you need to:

  • Go to Analytics → Event List.
Go to Analytics → Event List

In the Event Type filter, select merged completed.

Selecting an event type
  • To make it easier to configure the filter, click on “Clear”
  • Next, enter “Merge Completed” in the search or find it in the list and select
Search for the Merge Completed event
Association statistics

Restrictions

If a number has 7 identical digits in a row, then such a number is considered a test number and merging will not occur.

We have a maximum limit of 20 takes. If it finds more, it doesn’t glue it together. This is protection against cases when they start adding “[email protected]” and the like to all applications.