Merge Contacts

← Back to Contacts section

• Availability
  • Plan: All
• Roles and Permissions
  • Merge: Admin, Editor

Duplicate contacts can happen when feedback is submitted from different sources or integrations, or when Contacts have been created without a unique identifier (email) assigned. Merging contacts helps you keep your contact list clean and makes it easier to see all feedback and company associations.

To merge contacts, go to the Contacts tab and select two or more contacts from the list.

Once you’ve selected your contacts, click Merge contacts.

A Merge Contacts modal will appear, showing the selected contacts in a table with their name, company, and email.

Use the radio button next to the contact you want to keep as the main record to choose your primary contact.Click Continue to review the merge.

In the confirmation step, you’ll see a summary of the merge. The selected primary contact will provide the main name, email, and company details for the final merged record.

If you’re merging one contact into another, both contact names will be shown. If you’re merging multiple contacts into one primary contact, the summary will show the number of contacts being merged into the selected primary contact.

When you’re ready, click Merge contacts to complete the action.

After the merge is complete, the primary contact will retain all merged data from the selected contacts, including:

• Feedback
• Company associations
• Persona links

The other selected contacts will no longer appear as separate standalone contact records.

Use this when you spot duplicate people in your workspace and want to combine their history into a single contact profile.