To prevent duplicates in Zendesk Sell, you can configure what fields must match in order to merge two similar contacts or leads.
Choosing a deduplication strategy means that Sell will use the settings you choose to merge contacts or leads during imports, or during lead conversion.
To configure a deduplication strategy
- Click theSettingsicon (
), then selectData > Duplicate Management. - ClickConfigureto change the default duplicate management configuration.
If you don't edit the settings, Sell uses a default configuration to detect duplicates that is based on Name, and either Email or Phone Number.
- Choose which fields you’d like to include when detecting duplicates.
- Make sure that either Name, Email, or Phone is checked - at least one of them is required to detect duplicates.
- Choose which fields can be empty when Sell is matching your chosen fields together.
For example, you might have chosen to match Name, Email, Phone, and LinkedIn fields, but also specified that the LinkedIn field can be empty. For example, if Sell finds two contacts and one contact has a LinkedIn entry, and the Name, Email, and Phone fields match between the two contacts, Sell will merge these two contacts together.
- Note that at least one field must have an entry to accurately make matches.
- ClickSave.
The next time that you import a file or convert a lead to a contact, Sell uses these settings to deduplicate your leads and contacts.
5 Comments
Hello! I set duplicate strategy by email and phone (but phone can be empty). And it's working fine for contacts or for converting leads to contacts.
但它不为领导工作。所以如果我有2领先s with the same email+phone it will be 2 separate leads. Even if I have 2 leads with the same email+phone+name it won't be merged.
Why it's not working for leads? Or it's ok and should work only for converting leads and contacts?
And another question - why when I manually mergeleadsthen duplicate field ("reg_type" for example) will be created in format"Reg type #1". But when I manually mergecontactsthen same field will be created in format"reg_type#1"?
Hi, Ivan, I think it is best if we take these into a ticket because I would need to have more details on your imports and merges. For example for API imports the deduplication strategy does not apply. I am creating a ticket now so please check your email.
Warm Regards
Kaja Błachowicz | Zendesk Sell | Technical Support EngineerVisit our Support Center
How can i manage duplicate uploads for deals. we are importing deals from SAP but everytime i import a deal it creates a new one even the deal already exists
I have allready merged contacts but that was 5000 contacts ago now I show 8000 zen keeps creating contacts. I dont know why. and I cant delete them in a bulk order only one by one. Too many to work reasonably with.
Pleasesign into leave a comment.