Quick Answer
How do you prevent duplicate contacts in BizStackPro?
Go to Settings → Business Profile → Contact Deduplication Preferences, turn Allow Duplicate Contact off, choose whether contacts should be matched by Email, Phone, or Both, set the match priority, and save your preferences.
What This Setting Controls
Duplicate contacts can make a CRM harder to manage when the same person appears in multiple records.
The Allow Duplicate Contact preference controls whether BizStackPro permits multiple contact records with the same identifying information, such as an email address or phone number.
When the setting is ON, BizStackPro can create duplicate records.
When the setting is OFF, BizStackPro uses the duplicate-detection rules you configure to identify existing contacts.
Matching rules matter during imports
Clear duplicate-detection settings can help reduce unwanted duplicate records when adding or importing contacts.
Deduplication at a Glance
Before You Begin
Decide how BizStackPro should identify existing contacts before changing the duplicate-contact preference.
- Sign in to your BizStackPro account.
- Decide whether duplicate contact records should be allowed.
- Choose whether email, phone, or both should identify existing contacts.
- Decide which match field should be checked first when using both.
- Review your import process before uploading a large contact list.
- Consider cleaning existing duplicate records before changing import workflows.
Step 1: Find Contact Deduplication Preferences
Open the account settings where duplicate-contact behavior is configured.
Open Settings
From your BizStackPro account, open Settings.
Open Business Profile
Select Business Profile.
Find Contact Deduplication Preferences
Locate the Contact Deduplication Preferences section.
Review Allow Duplicate Contact
Find the Allow Duplicate Contact toggle and review its current setting before making changes.
Step 2: Configure Duplicate Contact Detection
Turn duplicate creation off and choose how existing contacts should be matched.
Turn Off Allow Duplicate Contact
Turn Allow Duplicate Contact off if you want BizStackPro to enforce duplicate-detection rules.
Choose the Matching Rules
Choose whether duplicate contacts should be detected by Email, Phone, or Both.
Set the Match Priority
If you use both email and phone, select which field should be checked first.
For example, if Email is primary and Phone is secondary, BizStackPro checks the email first and then uses the phone number when needed.
Save Your Preferences
Save the duplicate-contact settings after confirming the matching rules.
Review duplicate settings before large imports
If Allow Duplicate Contact is on, an import may create duplicate records or produce unexpected conflicts depending on the import settings and matching rules.
What If Duplicate Contacts Already Exist?
If your contact list does not provide a duplicate filter, the original guide recommends exporting contacts to CSV, cleaning the duplicate records in a spreadsheet, and then re-importing the corrected list.
Clean the data before re-importing
Review the corrected CSV carefully before importing it again so the cleaned list does not reintroduce the same duplicate data.
Duplicate Contact Best Practices
Frequently Asked Questions
What is the "Allow Duplicate Contact" setting?
What happens if I try to import contacts with "Allow Duplicate Contact" turned on?
How can I configure duplicate contact detection if I turn off the setting?
Where can I find more information about importing contacts?
Can I filter down duplicate contacts in my contact list?
Continue Learning
Continue learning how to import, clean, and manage contact data with these related Help Center guides.
