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Vtiger 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 need to 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 finds duplicates 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.

Vtiger Smart Duplicate Merger

CRM Compatibility

Edition: Open Source Version: 6.* - 7.4

Product Version

Version: 1.1

Single Domain
1yr FREE support
Req. ionCube Loader 12 or above

How Vtiger Smart Duplicate Merger Works

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Mark unique fields

Choose and mark any CRM field as unique, based on which the duplicates are detected.
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Spot the duplicate

Checks over different modules and instantly pops out an alert if a duplicate is detected.
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Skip or Merge

Once spotted, you can either skip the duplicate or smartly merge the empty primary field with the field value of the selected secondary field.
DEMO

Product Demo

Vtiger’s Smart Duplicate Merger ensures a pristine CRM by efficiently identifying and combining duplicate records. It compares primary and secondary records, issuing a duplicate alert for matching information. Users can accept the warning or merge records, customizing modules and fields with specified criteria. Detected duplicates lead to the removal of secondary records. If a primary record has an empty field matched with a secondary record’s value, Smart Duplicate Merger seamlessly merges and removes the duplicate entry.
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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.
  • The instant duplicate prevention check assists your salesman in keeping your Vtiger CRM clean.
  • You can select the fields to Match and Merge.
  • Any salesman can find and merge the duplicates.
  • The record from which the salesman opt to merge act as the primary record.

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 CRM User can easily access the extension with simple navigation and user-friendly UI.
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Prevent Duplicate Records

  • 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.
  • Instant check for duplicates and keep the CRM data clean.
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Smart Merge of Primary and Secondary Fields

  • Easily check and detect 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 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.

Documentation

Simplify your CRM management and make informed decisions with Vtiger Smart Duplicate Merger. Detect duplicate records instantly and smartly merge to enhance data accuracy
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