Can I merge data based on custom fields?


(Marie Zecca) #1

From an old list, we have contacts in our Infusionsoft system that is missing key information like first name, last name, phone number etc- BUT it has an e-mail address and a custom field. Is there a way that I might be able to merge or dedup the contacts based on matching a specific custom field + the email address? Please let me know. Thank you!


(Martin Cash) #2

If they all have an email address, that is all you really need. I would deselect everything but the last option.

https://classic-infusionsoft.knowledgeowl.com/help/identify-duplicate-contact-records