Merge Duplicates Manual Mode Reference: Steps, Settings, and Options

Manual mode lets you work with one duplicate group at a time, giving you complete control over which records are merged and how field values are handled.

1. Navigate to Data Management > Merge Duplicates and select your database and object type.
2. In Step 1, configure your matching fields to identify potential duplicates, then click Find.
3. In Step 2, review the duplicates and select a group to merge just those records. Click the chevron to expand the group and see all of the records. Once you select Manual mode in Step 3, you'll be able to select specific records in the group.
   The image above shows the 2. Review Duplicates step of the Merge Duplicates module. The first duplicate group with First Name marta, Last Name vaskovitch is expanded, revealing 4 duplicates. Another group, britany calvert, is collapsed below.
4. At the top of Step 3, select Manual mode.
   The image above shows the 3. Pick Master step of the Merge Duplicates module, with the mode options at the top. The Manual radio button is selected (yellow), and the Bulk radio button is not selected (grey).
5. To select individual records to merge, return to Step 2 and deselect the records you don't want to merge. You can't select individual records in Bulk mode, so you must select Manual mode in Step 3 first.
   The image above shows the 2. Review Duplicates step of the Merge Duplicates module. The first duplicate group (4 duplicates; First Name marta, Last Name vaskovitch) is expanded. An arrow points to the unchecked checkbox for the record at Index 1, which excludes it from the merge; records 2, 3, and 4 are checked.

The master record is the record that remains after the merge is complete. The other records in the group are merged into the master and no longer exist as separate records. By default, field values from the master are retained, and any empty fields in the master are automatically filled with values from the most recently updated duplicate in the group.

In Step 3. Pick Master, select the master record into which the other records will be merged.

The image above shows the 3. Pick Master step of the Merge Duplicates module with Manual mode selected. An arrow points to the selected radio button in the Email Address row for the record at Index 2 (martavaskovitch@acme.com), which designates it as the master. Merge API is set to Native, and the Blank Fields toggle is on (yellow, right position), set to Fill.

Note: If you are using HubSpot or Salesforce, two additional settings appear at the bottom of Step 3 — Merge API and Blank Fields. These control how Insycle executes the merge and whether empty master fields are automatically filled. For a full explanation of these settings, see Native vs. Custom Merge: Two Ways to Combine Records in HubSpot and Salesforce and the Blank Fields section of Keeping the Right Data When Records Merge.

Step 4. Pick Fields lets you review and override field values on a field-by-field basis before the merge is applied. This step is optional — if you do not make selections here, Insycle follows the default merge logic.

In Step 4, only five fields are displayed initially. To see all fields, change the number of rows shown per page.

Three tabs are available to help you focus your review:

• Conflicts — Shows only the fields where values differ across the duplicate records, making it easy to focus on fields that need attention.
• Read Only — Lists only the non-writable fields from your database.
• Full — Shows all record fields, including those without data.

Use the search to quickly find specific fields.

To select which value to keep for a field, click the value you want to retain from the record that contains it. For example, you could choose the Company Name value from one record and the Phone Number value from another.

The image above shows the 4. Pick Fields step of the Merge Duplicates module in Manual mode, with the Conflicts tab selected. Three records appear as columns, displaying field values side by side, with one radio button selected per row for Primary Associated Company ID, Company Name, First Name, Last Name, List Membership, and Phone Number. The selected values come from different records across rows. The Rows per page setting, pagination, and a Merge button appear at the bottom.

To edit a field value directly rather than selecting from an existing value:

1. Hover over the value you want to update.

2. Click the pencil icon.

   

   The image above shows part of the 4. Pick Fields step of the Merge Duplicates module in Manual mode, with rows for Last Name, City, and Phone Number. An arrow points to the pencil icon beside the value ‘boston’ in the City row, which is used to edit that field value. The ‘boston’ radio button is selected; the City radio buttons for the other two records are empty.

3. In the Edit popup, update the value and click Save.

   

   The image above shows the Edit popup open over the City row in the 4. Pick Fields step of the Merge Duplicates module in Manual mode. The popup’s text field contains ‘Boston’, with Cancel, Clear, and Save buttons below it; Save has a grey background. Behind the popup, the City row shows ‘boston’ selected with a pencil icon, alongside the Last Name and Phone Number rows, pagination, and the Merge button.

When you have reviewed and selected all critical field values, apply the merge to your CRM.

1. Click the Merge button at the bottom of Step 4. Pick Fields.
2. Confirm the merge when prompted.

The image above shows the 4. Pick Fields step of the Merge Duplicates module in Manual mode, with the Conflicts tab selected. Three records appear as columns, displaying field values side by side, with one radio button selected per row for Primary Associated Company ID, Company Name, First Name, Last Name, List Membership, and Phone Number. The selected values come from different records across rows. The Rows per page setting, pagination, and a Merge button appear at the bottom.

After the merge completes, a Merge Result popup summarizes the operation's outcome.

The image above shows the Merge Result popup of the Merge Duplicates module in Manual mode, displayed after the merge is run from 4. Pick Fields. A table with Name, Id, and Status columns lists four records by email address. marta.vaskovitch@acme.com has the status Merged Successfully, while marta.vaskovitch@gmail.com, marta.vaskowitch@acme.co.uk, and martavaskovitch@acme.com each have the status Removed Successfully. Each status has a check mark.