Quick Answer
How do you merge multiple contacts in BizStackPro?
Open Contacts or a Smart List, select 2–10 duplicate contacts, open the bulk actions menu, and choose the merge action. Select the Master Record, review the information you want to keep, confirm roles and Do Not Disturb preferences, then review and confirm the merge.
When You Should Merge Contacts
You may have duplicate contacts in your system, but it is not always clear how to combine them without losing key information.
Merging contacts allows you to combine multiple records into one while keeping important details such as emails, phone numbers, and history.
Merging is best when the same person or business has multiple records because of repeated form submissions, imports, or different identifiers.
Consolidating the information under one contact helps keep reporting and follow-ups accurate and reduces the chance of automations running against the wrong duplicate record.
Clean records support cleaner workflows
Duplicate contacts can clutter your CRM and make it harder to keep conversations, reporting, follow-ups, and automation activity associated with the correct record.
Contact Merging at a Glance
Before You Begin
Review the records and decide which information should remain before starting the merge.
- Confirm that the selected contacts are duplicates belonging to the same person or business.
- Remember that merges are permanent and cannot be undone.
- Select between 2 and 10 contacts for each merge.
- Decide which contact should become the Master Record.
- Review the email addresses, phone numbers, custom fields, and other information you want to retain.
- Review Do Not Disturb preferences before confirming the merge.
Step-by-Step: Merging Contacts
Follow these steps to select duplicate records, choose the master contact, and determine which information should remain.
Select the Duplicate Records
Go to Contacts or open a Smart List.
Select the checkboxes next to the duplicate contacts you want to merge. Choose between 2 and 10 records.
Open the bulk actions menu and choose Merge up to 10 contacts. The wording may vary slightly.
Choose the Master Record
The Master Record is the contact profile that remains after the merge.
Choose the record with the most accurate details or the conversation history you want to keep.
Select What Data to Keep
In the merge wizard, review the available values field by field, including email addresses, phone numbers, custom fields, and other contact information.
Select the values you want to retain on the master contact. Where supported, additional email addresses and phone numbers can be kept rather than lost during the merge.
Confirm Roles and DND Preferences
Review roles and permissions where applicable. The master record typically inherits the highest role among the merged contacts when role handling is supported.
Review Do Not Disturb settings by channel so you do not accidentally re-enable a communication channel that should remain blocked.
Review and Confirm
Double-check the master record selection, retained field values, roles, permissions, and DND preferences.
Once everything is correct, confirm the merge.
Merges cannot be undone
Review the selected records, master contact, and retained information carefully before confirming.
Contact Merge Best Practices
Frequently Asked Questions
How do I select contacts for merging?
Can I merge more than 10 contacts at a time?
What is a Master Record?
Can I undo a merge if I make a mistake?
What happens to roles and permissions?
Can I customize DND settings for merged contacts?
Continue Learning
Continue learning how to manage contacts and bulk actions in BizStackPro with these related Help Center guides.
