Nutshell detects duplicates for you to help you stay organized.
Use our automatic duplicate identification tool to help you keep track of duplicate contacts, or if you're an admin, head to the Manage duplicates page in Settings > Data > Duplicates.
Individual Duplicate Identification
When you open up a Company or Person's individual page in Nutshell, you may see a 'Duplicate?' button. This button indicates that this Company or Person may have a possible duplicate in Nutshell.
Click on 'Duplicate?' to open a scrollable list of all potential duplicates for that record. You can review each one and choose to merge or skip it individually. The page you are currently on will always be maintained as the master record — any records you choose to merge will be combined into it.
The page that you are currently on will always be maintained, and the Company or Person in the pop-up window will be merged into the Company or Person you're currently viewing.
Manage duplicates in Bulk
If you're an admin, you can get a bird's-eye view of all your duplicates from the Manage duplicates page. You can browse duplicate groups, adjust how they're being aggregated, and kick off a bulk merge — all in one place. It's the fastest way to clean up a lot of duplicates at once!
FAQ
Will I lose data if I merge?
Fields that allow for multiple values (such as a phone number, address, or tag) will have the new information added to them. Any custom fields, however, or labels will have the master record label applied.
Will activities, notes, emails, and leads be included when I merge?
All of the information in the company or person timeline will merge to the master record. This includes emails, notes, activities, and tasks. Any open leads associated with the duplicate entry will also be merged to the master record.
How does Nutshell identify duplicates?
We group records that share an exact name or email address together as potential duplicates. This keeps things nice and straightforward — you'll only see duplicates that are a clear match, so you're not wading through a bunch of records that probably aren't the same person.
Why are some of my identical contacts not showing duplicate buttons?
Nutshell stops flagging duplicate people once there are 7 (or more) people with the same name listed in your account. Duplicate companies stop getting flagged once there are 5 (or more) companies with the same name. Nutshell assumes these entries are intentional and will not flag them.
What can I do to stop duplicates from getting into Nutshell in the first place?
Check out our handy guide for preventing duplicates in Nutshell!