Merging duplicate contacts

Over time, duplicates can appear when the same person contacts you from different contexts. Here's how to clean them up.

How duplicates happen

• Same person imported twice from different CSVs
• Contact created manually when they already existed
• Same phone number with slight formatting differences

Finding duplicates

AIsoule detects potential duplicates automatically:

1. Go to Contacts
2. Look for the "Merge" button or duplicate indicator
3. AIsoule shows contacts with matching phone numbers

Merging contacts

1. Click "Merge" (or go to Contacts → Merge)
2. You'll see pairs of potential duplicates
3. For each pair, choose:
   • Primary contact — The one to keep
   • Secondary contact — The one to merge into primary
4. Review what will be merged:
   • Messages → moved to primary
   • Notes → moved to primary
   • Tags → combined (union)
   • Custom fields → primary's values kept (or choose)
   • Call logs → moved to primary
5. Click "Merge"

What happens during merge

Merge preview

Before merging, you can preview:

• How many messages will be moved
• Which tags will be combined
• Any field conflicts (different values for same field)

Undoing a merge

⚠️ Merging cannot be undone. Always review the preview carefully before confirming.

Tips

1. Merge regularly — Check for duplicates monthly
2. Import carefully — Use "Update on duplicate" when importing CSVs
3. Standardize phone formats — Always use country code (+91...) to prevent format-based duplicates
4. Keep the more complete record — Choose the contact with more data as primary