{"id":4055,"date":"2026-05-29T19:46:54","date_gmt":"2026-05-29T19:46:54","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4055"},"modified":"2026-05-29T19:46:54","modified_gmt":"2026-05-29T19:46:54","slug":"merge-records","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/merge-records\/","title":{"rendered":"Merge Records"},"content":{"rendered":"<style>\n.gt-body { font-family:'Poppins',sans-serif; color:#111; line-height:1.75; }\n.gt-def { border-left:4px solid #E8650A; padding:16px 20px; background:#fff8f4; border-radius:0 8px 8px 0; margin:0 0 32px; font-size:1.05rem; }\n.gt-section { margin:0 0 36px; }\n.gt-section h2 { font-family:'Fraunces',serif; color:#0A1628; font-size:1.5rem; margin:0 0 12px; }\n.gt-section p { margin:0 0 12px; }\n.gt-example-box { background:#f0f4ff; border-radius:10px; padding:20px 24px; margin:0 0 32px; }\n.gt-example-box strong { color:#2563EB; }\n.gt-related-pills { display:flex; flex-wrap:wrap; gap:10px; margin:0 0 32px; }\n.gt-related-pill { background:#f7f4ef; border:1px solid #ddd8cf; border-radius:20px; padding:6px 16px; font-size:0.875rem; color:#0A1628; text-decoration:none; transition:all .2s; }\n.gt-related-pill:hover { background:#0A1628; color:#fff; border-color:#0A1628; }\n.gt-faq-item { border:1px solid #ddd8cf; border-radius:10px; padding:16px 20px; margin:0 0 12px; }\n.gt-faq-item h3 { font-size:1rem; color:#0A1628; margin:0 0 8px; }\n.gt-faq-item p { margin:0; font-size:0.9rem; color:#444; }\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">Merge Records in Zoho CRM is the process of combining two duplicate records into one, retaining all the important data from both. The merge operation designates one record as the master and the other as the duplicate, then transfers all related records (Activities, Deals, Emails, Notes) from the duplicate to the master before deleting the duplicate.<\/div>\n<div class=\"gt-section\">\n<h2>How Merging Works<\/h2>\n<p>During a merge, Zoho CRM shows the field values from both records side by side. You choose which value to keep for each field (master record&#8217;s value or duplicate record&#8217;s value). After confirming the merge, all related records from the duplicate (Activities, Deals, Emails, Notes, Attachments) are transferred to the master record. The duplicate record is then deleted permanently.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Mass Deduplication<\/h2>\n<p>For large-scale deduplication after a data import, use the Deduplicate feature in Zoho CRM (under Tools) to scan the entire module for duplicates based on specified criteria and process merges in bulk. This is more efficient than manually merging individual pairs.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Healthcare:<\/strong> A hospital CRM imported patient contact data from two legacy systems, resulting in 800 duplicate contact records. Using the bulk Deduplicate tool, the CRM administrator identifies all duplicates by matching email and phone number, reviews each pair, and merges them with the most recent record as master. All historical appointment activities from both records are consolidated under the merged record, giving doctors a complete patient interaction history.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/duplicate-check-rule\/\" class=\"sp-content-link gt-related-pill\">Duplicate Check Rule<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/import-crm\/\" class=\"sp-content-link gt-related-pill\">Import (CRM)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/mass-update\/\" class=\"sp-content-link gt-related-pill\">Mass Update<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/recycle-bin\/\" class=\"sp-content-link gt-related-pill\">Recycle Bin<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/audit-log\/\" class=\"sp-content-link gt-related-pill\">Audit Log<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\">\n<h3>What is Merge Records in Zoho CRM?<\/h3>\n<p>Merge Records combines two duplicate CRM records into one. You select a master record, choose which field values to retain, and confirm the merge. All related records (Activities, Deals, Notes) from the duplicate are transferred to the master, and the duplicate is permanently deleted.<\/p>\n<\/div>\n<div class=\"gt-faq-item\">\n<h3>Can merged records be recovered in Zoho CRM?<\/h3>\n<p>No. Once a record is merged, the duplicate record is permanently deleted and cannot be restored from the Recycle Bin. Always verify field values carefully before confirming a merge.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Merge Records in Zoho CRM is the process of combining two duplicate records into one, retaining all the important data from both.\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Merge Records | Zoho Glossary","seo_description":"Merge Records in Zoho CRM is the process of combining two duplicate records into one, retaining all the important data from both. The merge operation desig","seo_keyword":"merge records","seo_faqs":"[{\"q\": \"What is Merge Records in Zoho CRM?\", \"a\": \"Merge Records combines two duplicate CRM records into one. You select a master record, choose which field values to retain, and confirm the merge. All related records (Activities, Deals, Notes) from the duplicate are transferred to the master, and the duplicate is permanently deleted.\"}, {\"q\": \"Can merged records be recovered in Zoho CRM?\", \"a\": \"No. Once a record is merged, the duplicate record is permanently deleted and cannot be restored from the Recycle Bin. Always verify field values carefully before confirming a merge.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4055","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4055","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4055"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4055"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}