Sometimes the records you want to merge won’t appear inside a Matched Group (i.e., they were not identified as duplicates). You can still merge them manually from the All Records list in your dataset results.

Before you begin

  • Make sure your dataset run has completed and results are available.

  • You should know which records you want to merge (or be able to search for them).

Step-by-step: Merge records not identified as duplicates

  1. Open your dataset results

    • Go to your dataset and open the Results view.

  2. Scroll to the “All Records” section

    • This is located below the Matched Groups section.

    • The All Records list includes every record in the dataset—matched or unmatched.

  3. Find the records you want to merge

    • Use the search field to locate a record by name, email, ID, or other identifying field.

    • Repeat the search as needed to find the additional records you want to include.

  4. Select the records

    • Check the box next to each record you want to merge.

  5. Click Review

    • Click Review to open a side-by-side comparison of the selected records.

    • Confirm that these records should be merged and verify the field values you want to keep.

  6. Click Merge

    • When you’re ready, click Merge to combine the selected records into a single record.


Tips & best practices

  • Select carefully: Only merge records that clearly represent the same person/company.

  • Use Review to confirm field choices: Double-check key fields like email, phone, account owner, and status.

  • Use AI recommend feature as necessary

  • Start with two records: If you’re unsure, merge two first, then merge the result with additional records if needed.