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Bulk Actions: Merge Multiple Contacts
Clean up duplicates without losing key details. Merge 2–10 contact records into one master profile while keeping important data like additional emails, phone numbers, and Do Not Disturb preferences aligned.
Cleaning Up Duplicate Contacts Without Losing Important Data
You may have duplicate contacts in your system, but it’s 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 like emails, phone numbers, and history.
Without merging properly, your CRM can become cluttered, and automations may run on the wrong records.
This guide will show you how to merge contacts so your data stays clean and accurate.
Once you understand how merging works, follow the steps below to select duplicates, choose a master record, and combine contacts inside your BizStackPro account.
When You Should Merge Contacts
Merging is best when the same person/business has multiple records due to multiple form submissions, imports, or different identifiers. A merge consolidates information under one record so reporting and follow-ups stay accurate.
Before you begin
- Merges are permanent and cannot be undone.
- This action typically allows 2–10 contacts per merge.
- If you have more than 10 duplicates, plan to merge in batches.
Step-by-Step: Merging Contacts
Step 1: Select the duplicate records
- Go to Contacts or open a Smart List.
- Select the checkboxes next to the duplicate contacts you want to merge (2–10 records).
- Open the bulk actions menu and choose Merge up to 10 contacts (wording may vary slightly).
Step 2: Choose the Master Record
The Master Record is the contact profile that remains after the merge. Choose the record that has the most accurate details or the best conversation history.
Step 3: Select what data to keep
In the merge wizard, review field-by-field values (like email, phone, custom fields) and select the values you want to retain on the master contact. Where supported, you can keep additional emails/phones rather than losing them.
Step 4: Confirm roles and DND preferences
- Roles/permissions: the master record typically inherits the highest role among merged contacts (when applicable).
- DND: review Do Not Disturb settings by channel so you don’t accidentally re-enable a blocked channel.
Step 5: Review and confirm
Double-check everything—especially the master record selection and retained fields—then confirm the merge.
If You Have More Than 10 Duplicates
Since the merge tool is limited to 10 contacts per action, merge in batches:
- Merge the first 10 duplicates into the best master record.
- Then merge the remaining duplicates into that same master record in the next batch.
Use Cases
- Duplicate cleanup: consolidate multiple records for the same person/business.
- Simplified tracking: keep notes and interactions under one profile.
- Consistent automation: prevent automations from running on the “wrong” duplicate record.
Note on course progress
In some setups, course progress may not transfer during a merge. If course/membership access is involved, test with a small batch first.
Want a CRM that stays clean as you grow?
BizStackPro combines contacts, conversations, tags, and automations—so your database stays organized and easier to manage over time.
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Frequently Asked Questions
What happens if I select more than 10 contacts?
The merge tool will typically prevent you from continuing and ask you to reduce your selection to 10 or fewer.
What is a Master Record?
The master record is the primary contact profile that remains after the merge. You choose it, then select which values to keep for each field.
Can I undo a merge later?
No. Merges are permanent. Review the selection, master record, and retained fields carefully before confirming.
What happens to roles and permissions?
Where applicable, the master contact usually inherits the highest role among the merged contacts.
Can I customize DND settings for merged contacts?
Yes. Use the merge wizard to review Do Not Disturb settings per channel so communication preferences remain correct.
Simplify Your Contact Management
Use Bulk Actions to keep contact records clean and accurate—so your reporting, outreach, and automations stay consistent.
Contacts + conversations + automations in one platform.
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