Merging Accounts and contacts in BROSH CRM

Bulk merge your duplicate accounts and contacts with related records + account-contact-relation

Last modified by Ben Ford, on Wed Aug 09 2023 02:15:18 GMT-0500 (Central Daylight Time)

Most of the people that want to merge duplicate accounts and contacts in BROSH CRM wants to preserve/combine the right data, all the related records from the master/surviving-record and the non-surviving records. With ZaapIT you can clean your data in bulk with ease and keep/combine the relevant data and related records, the app will also allow you to create the right account-contact-relation automatically to reference indirect and direct contacts on the surviving account. When merging 2+ contacts from 2 different accounts the app will also merge the right related records. The app will also allow you to combine the record’s field values, for example it will allow you to: concatenate the values, keep the highest/lowest value, keep the newest/oldest value, combine with a destination field and etc…

Merge duplicates in BROSH CRM - use case:

  1. Auto and Bulk merging accounts with direct and/or indirect contacts (contacts that belongs to related contacts and contacts related lists)
  2. Auto and Bulk merging contacts that belongs to 2+ different accounts
  3. Auto and Bulk merging contacts that belongs to the same account.
  4. Auto and Bulk merging opportunities from the same account.
  5. Auto and Bulk merging cases for the same account.

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Merge selected rows and additional info:

Select the rows / groups that you want to merge, including the group's master and the field values that you want to keep

Select the related lists that you want to merge/combine:

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