How to fix duplicates FAST in Zoho CRM

In this video, we walk you through the deduplication process in Zoho CRM. Learn how to efficiently clean up your data, manage duplicates, and ensure your CRM operates smoothly.
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[@brianoneill9803]

Great vid, thanks. Is it possible to de-dupe through deluge, or does it always require manual review?

[@Zenatta]

Hi Brian - it is possible to de-dupe via Deluge but it gets a bit complicated. You'll need to code in rules to the function to choose a primary record for field conflicts, and ensure that all Related Lists are processed so that the produced record doesn't lose any data.

[@brianoneill9803]

@@Zenatta I currently do a lot of manual deduping using this process... However I lose the related Books sales order in deals, if the record I merge it with is more recent than the record with the sales order. I will investigate the deluge route...will see how far I get!

[@Zenatta]

Hi Brian - good call-out! Using Deluge, you can also merge the Books versions of the Customers in the process.
Each Books customer (synced with CRM) will store the CRM ID of the corresponding Account/Contact in CRM in the payload. So, you can search by each CRM ID you are merging to find the corresponding Books Contact/Customer ID.
Then, use this code-snippet to merge them there:
contactIdsToBeMerged = list();
contactIdsToBeMerged.add(contactIdToBeMerged);
mergeContactParameters = map();
mergeContactParameters.put("contact_ids",contactIdsToBeMerged);
mergeContact = invokeurl[
url: "www.zohoapis.com/books/v3/contacts/"++"/merge?organization_id="+booksOrganizationId
type: POST
parameters: mergeContactParameters
connection:
];
info mergeContact

[@brianoneill9803]

Great, thanks! Will give it a crack...