Cleaning Up Duplicate Contacts

Even with careful data entry, duplicate contacts can creep in, through imports, integrations, shared forms, or team input. Over time, it’s common to end up with multiple records for the same person or company, especially when contacts are added from different sources with slightly different details.

Daylite makes it easy to clean up your database and consolidate information using Find Duplicate Contacts tool or by manually combining records.

Find Duplicate Contacts

To merge duplicate contacts please follow these steps:

1. Choose Edit > Find Duplicate Contacts

2. Choose People or Companies

3. Review the list of potential duplicates in the left column.

4. Choose a contact to view its possible matches in the right column.

5. Review each match to confirm it’s a duplicate.

6. Click the star icon next to the record you want to keep.

7. Click Combine to merge the records.

8. Click Done when finished.

Daylite merges all checked values into the starred contact. If conflicting data exists, it’s recorded in a note.

Combine Contacts Directly

If you notice duplicate records while working in Daylite, you can combine them directly without using the Find Duplicate Contacts tool.

1. Select two People or Company records in any list.

2. Choose Edit > Combine Contacts from the menu bar.

3. Review both records in the merge window.

4. Click the star icon next to the record you want to keep.

5. Click Combine to merge the records.

This method supports combining two records at a time.

Add Combine to the contextual menu so you can quickly merge two people or two companies.