How to Merge Duplicate Contacts in HighLevel

Modified on: Mon, 21 Apr, 2025 at 4:12 PM

This article walks you through how to merge duplicate contact records within a HighLevel sub-account, helping you clean up your CRM, improve communication accuracy, and maintain a streamlined contact list.

TABLE OF CONTENTS

What is Merging Duplicate Contacts?
Key Benefits of Merging Duplicate Contacts
Steps to Merge Duplicate Contacts
Frequently Asked Questions
Related Articles

What is Merging Duplicate Contacts?

Merging duplicate contacts in HighLevel allows you to consolidate multiple records for the same individual or business into one unified contact. This helps reduce confusion, eliminate redundant communications, and ensure a clean contact database.

Duplicates can occur from manual entry, CSV imports, form submissions, or third-party integrations like Zapier. HighLevel identifies duplicates based on matching fields, such as names, emails, or phone numbers.

Key Benefits of Merging Duplicate Contacts

Ensures CRM data hygiene and prevents duplicate outreach.
Combines notes, tasks, conversations, and workflows into one record.
Improves campaign accuracy and reporting.
Reduces confusion during support and sales follow-ups.
Optimizes automation and contact routing.

Steps to Merge Duplicate Contacts

Step 1: Find Duplicate Contacts

Navigate to the Contacts from your HighLevel sub-account.
Use the QuickSearch bar to find duplicate contacts by entering a common identifiers like name or email.
You can also search manually from the contact list.
Select the duplicate contacts you want to merge. (Maximum 10 at a time)

Step 2: Initiate the Merge Process

After selecting the contacts, click on the Merge Contacts button.

Step 3: Choose the Master Record

Choosing the Master Record ensures its primary details are preserved during the merge, while relevant data from the other records is combined into it to create a single, complete contact.

Review the details of the selected contacts.
Select the Master Contact.
You can also select the Primary Email/Phone for the Master contact from any of the selected contacts.
Click on Merge Contacts button.

Important: When merging, the Master Contact keeps all key data. Info from the Child Contact is permanently lost; review carefully before confirming.

Step 4: Confirm the Merge

Check the I understand this action cannot be reverted box.
Click on Merge Contacts button.

Frequently Asked Questions

Q. Can I undo a merge?

Currently, merged records cannot be undone. Double-check all data before confirming the merge.

Q. What happens to field data during a merge?

The selected master record retains its details, while unique fields from other records are added to it.

Q. Why can’t I find the merged contact?

Ensure you are searching with the correct name or email from the master record. If the issue persists, refresh the page or clear your search filters.

Q. Can I merge contacts in bulk?

No, you can merge upto 10 contacts at a time.

Q: What causes duplicate contacts in HighLevel?

Duplicates can come from manual entry, CSV import, forms, or third-party tools like Zapier.

Q: Will the contact's custom values or fields be affected?

Custom fields from the secondary contact will only be added if the corresponding field is blank in the primary. No overwriting will occur.

Q: How do I know which contact to choose as the master?

Choose the record with the most accurate and up-to-date information. The master contact retains conversations, last activity, files, and other data.