This option is used if you wish to merge together duplicate records to create one Master Record.


For example, the following allocated Master Record does not have any values for "Title" and "Contact Name":



The Merge button will present the following options:  


Master Record count: The shows how many Master Records have been selected ready for the merging.

The "Update field" is used to select the specific columns you want to merge. 

The "Only empty" option can be used to ensure only empty cells are updated during the merge.

The "Keep all values" option can be used to ensure all values in the specified columns being merged are kept. Additional columns are created to store all the necessary values. In the example below, during the merge, an addition column will be created, in this case it will be called "Company Name-All Values" and will store all the Company Names from all of the records in that group.



The result of the Merge on the above example demonstrates the following:

  • All 3 of the above matches have been merged to create one single record.
  • The Title and Contact names values have been added onto the master record.
  • An additional column "Company Name-All Values" has been added and includes all the Company Names from the duplicate group.



If you wish to export this new list, simply click the "Export" button