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How to Merge Duplicate Contacts in Stack

Keeping your contact list clean and organized is crucial for effective communication and CRM management. Stack makes it easy to merge duplicate contacts, ensuring your contact database is streamlined and accurate.

Table of Contents​

What is Merging Duplicate Contacts?​

Merging duplicate contacts in Stack allows you to consolidate multiple records of the same person or business into one unified contact. This process helps reduce confusion, eliminate redundant communications, and maintain a clean contact database.

Duplicates can arise from manual entry, CSV imports, form submissions, or third-party integrations like Zapier. Stack identifies duplicates based on matching fields such as names, emails, or phone numbers.

Key Benefits of Merging Duplicate Contacts​

  • Ensures CRM data hygiene and prevents duplicate outreach.
  • Combines notes, tasks, conversations, and workflows into one record.
  • Improves campaign accuracy and reporting.
  • Reduces confusion during support and sales follow-ups.
  • Optimizes automation and contact routing.

Steps to Merge Duplicate Contacts​

Step 1: Find Duplicate Contacts​

  1. Navigate to Contacts within your Stack account.
  2. Use the Quick Search bar to find duplicate contacts by entering common identifiers like a name or email.
  3. Alternatively, search manually from the contact list.
  4. Select the duplicate contacts you wish to merge. (You can select up to 10 at a time.)

Step 2: Initiate the Merge Process​

  • After selecting the contacts, click on the Merge Contacts button.

Step 3: Choose the Master Record​

  • Choosing the Master Record ensures its primary details are preserved during the merge, while relevant data from the other records is combined into it to create a single, complete contact.
  • Review the details of the selected contacts.
  • Select the Master Contact.
  • You can also choose the Primary Email/Phone for the Master contact from any of the selected contacts.
  • Click on the Merge Contacts button.

Important: When merging, the Master Contact keeps all key data. Information from the Child Contact is permanently lost; review carefully before confirming.

Step 4: Confirm the Merge​

  • Check the box for I understand this action cannot be reverted.
  • Click on the Merge Contacts button.

Frequently Asked Questions​

Q. Can I undo a merge?

Currently, merged records cannot be undone. Double-check all data before confirming the merge.

Q. What happens to field data during a merge?

The selected master record retains its details, while unique fields from other records are added to it.

Q. Why can’t I find the merged contact?

Ensure you are searching with the correct name or email from the master record. If the issue persists, refresh the page or clear your search filters.

Q. Can I merge contacts in bulk?

No, you can merge up to 10 contacts at a time.

Q. What causes duplicate contacts in Stack?

Duplicates can come from manual entry, CSV import, forms, or third-party tools like Zapier.

Q. Will the contact's custom values or fields be affected?

Custom fields from the secondary contact will only be added if the corresponding field is blank in the primary. No overwriting will occur.

Q. How do I know which contact to choose as the master?

Choose the record with the most accurate and up-to-date information. The master contact retains conversations, last activity, files, and other data.

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