CRM Compatibility :

Edition: Open Source

Version: 6.* - 7.4

VtigerCRM Smart Duplicate Merger

Prevent duplicate records in your CRM with the Vtiger Smart Duplicate Merger extension. Finding the duplicate data, and merging the two records helps maintain CRM data clean. The extension helps to improve accurate CRM data without any repeated records.

Configure the Modules that needto run a duplicate check
Schedule cron to run the merger at specific intervals
Define separate fields to Check and Merge data for selective Vtiger modules
Set any CRM fields as unique/primary fields to search for merge
Enable automatic running of the duplicate merger at the backend via CRON
Set up for duplicate detection via secured API
Brilliant checker findssduplicates with applied rules
The pop-out alert shows duplicate records with existing CRM data
Compare between Lead, Contact, Account, or any Custom Modules
Merge the selective field of the record with the duplicate record information
Merge the events and activity of the secondary record with the primary record if a duplicate detects.
No loss of required information while merging with the primary record
The record opted by the salesman to merge acts as the primary record.
Auto-fill the fields of the Primary record that are empty, with the details of the secondary record
Easy to access and User-friendly UI

~~$149~~ $99

Single Domain

1 Year Free Support

Requires ionCube Loader (4.4 or ↑)

How Vtiger Smart Duplicate Merger Works

Product Demo

Vtiger Smart Duplicate Merger efficiently detects and merges your duplicate records. By deleting or merging duplicate records, your CRM data will be clean and flawless. Smart Duplicate Merger compares the primary records and the secondary records. If it finds the two records with the same information then it alerts it as duplicate. You may skip the warning to accept the duplicate or you can merge two records as one. Select the appropriate modules for which you need to merge records. Select the appropriate fields to Match and Merge. The secondary record will be considered a duplicate and will be deleted in case of duplicate detection. While comparison if the primary record has an empty field where the related secondary record has a field value, then the smart Duplicate Merger will merge the secondary field value to the empty primary field and delete the secondary record. The Smart Duplicate Merger runs automatically at specific intervals on the backend via the CRON scheduler.

Vtiger Smart Duplicate Merger

Configuration

Duplicate Check and Merge Rule

Detect duplicates before saving the record

Logs

Select the required module for the Duplicate check rule for. And you can enable/disable the duplicate check for the selected modules

To detect duplicate and Merge two records as the one you need to define the duplicate check and Merge rule. You can easily define the rule by simply selecting the Match and Merge icon on the respective field.

On manual data entry, if the field you are entering matches any of the fields in the existing record, then it pop-out a message duplicate exists at the instant of data insertion. With this, you can easily Detect duplicates before they are saved.

You can find the log history of your CRON run or duplicate detection and merge file records by simply clicking on Logs. It shows the overall lists of records that have been updated with duplicate checks and merges

Features

Find duplicate Records

As humans are prone to errors, duplicate records can be bumped into your CRM with spelling errors, typos, or different formatting.
Vtiger Smart Duplicate Merger detects these types of duplicates with the smart comparison made with the already existing data.
You can have complete control over the settings with which you want to detect duplicate entries.
You can select the fields to Match and Merge.
You can also select separate fields for Match and separate fields for Merge.
When a duplicate detects, an instant Pop-up will arrive at the time of data insertion.
You can skip the warning and allows duplicate or you can merge the primary records and the secondary records.

Duplicate Free Leads after Campaign

Build your CRM with unique new Lead information after running every new campaign and mass data import into your CRM.
Vtiger Smart Duplicate Merger eliminates all duplicate records from your Vtiger CRM with scheduled cron that runs at a regular frequency.
The detected duplicate records are merged into the primary record without losing any of your required information.
The duplicate detection can also be triggered manually at the time of bulk uploads.
Any salesman can find and merge the duplicates.
The record from which the salesman opt to merge act as the primary record.

Prevent Duplicate Records

The instant duplicate prevention check assists your salesman to keep your Vtiger CRM clean.
When creating or updating a record in any CRM module, the duplicate check pops out an alert in real-time with an advanced duplicate detection rule defined.
CRM admin and the users with the Vtiger Smart Duplicate Merger access are empowered to define the list of primary fields that need to be merged. The Duplicate field rule defines the primary field based on the creation date. The record that was created earlier is considered to be the primary record.

Smart Merge of Primary and Secondary Fields

Easily check and detects the duplicates by comparing the primary record and the secondary record
The secondary record will be detected as duplicate if the two records are the same.
Easily merge the secondary records with the primary records, if duplicates detect. And delete the secondary record to keep the CRM data clean.
If you have any additional or updated information in the duplicate record, you can force insert and merge it with the primary fields. That is If the selected fields of the primary record are empty and the appropriate secondary field holds value then the Smart Duplicate Merger automatically fills the secondary field value to the corresponding empty primary field.
Any CRM User can easily access the extension with simple navigation and user-friendly UI