- Features
- Duplicate Management
Streamline duplicate
management with Bigin
Data is the be-all and end-all of every business. Unfortunately, duplicate records can compromise the integrity of this data, muddle an otherwise accurate view of each customer, as well as take up precious storage space and impair your customer support and marketing efforts, among other things. In Bigin, you can not only detect and delete duplicates, but stop them from occurring in the first place!
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- Ensure that duplicates are not created.
- Find and merge duplicates of any particular record.
- Run duplicate checks across modules.
Prevent the occurrence of duplicates
Enable the "Do not allow duplicate values" checkbox for important fields to ensure that no two records can have the same field value. For example, by enabling this option for the "Mobile" field, you can prevent the creation of a new record with the same mobile number as an existing record.
Identify and remove all
duplicates in one go
You can import data into Bigin through integrations or APIs, from other CRMs/spreadsheets, or from forms or emails. Irrespective of the source, duplicates are bound to be present. With the "Duplicates Cleanup" option, all you have to do is choose which fields to identify duplicates in, and then merge them to resolve all instances of duplicates.
Delete duplicates of a specific contact
Using the "Find and Merge" option, you can locate duplicates based on the value(s) in one or more fields of a particular record. After the duplicates are found, you can set one as the master record and merge and delete the other records, thereby consolidating all the information relevant to a particular contact in a single record.
FAQs
It helps you find and merge duplicate records and prevents new duplicates from being created in the first place. The result is a cleaner database where each contact shows up once, so your view of every customer stays accurate.
Duplicates chip away at the accuracy of your data and give you a muddled view of each customer. They also eat up storage space and get in the way of your support and marketing, since you can end up working with more than one version of the same person.
Bigin finds duplicates based on the fields you specify. You pick which field or fields to compare (a mobile number, for instance), and Bigin flags the records that share the same value in them.
Yes. You can turn on the "Do not allow duplicate values" checkbox for important fields to prevent two records from sharing the same value. Switch it on for the Mobile field, for example, and Bigin won't let you create a new record with a mobile number that already exists.
Yes. The Duplicates Cleanup option lets you tackle duplicates in bulk: You choose which fields to check for duplicates, then merge every instance it finds in one go. That's useful when duplicates have built up, and you want to clear them all rather than one at a time.
Yes. The Find and Merge option locates duplicates of a particular record based on the values in one or more of its fields. Once they're found, you can consolidate them, so all the information for that contact ends up on a single record.
Yes. With Find and Merge, you set one record as the master, and the others are merged into it and deleted. That way, you decide which record stays as the main one for that contact.
When you merge, the details relevant to that contact are consolidated onto the single master record. So the information from the duplicates stays together in one place instead of being scattered across several records.
Yes. You can run duplicate checks across your modules, so you're not limited to cleaning up a single record type. That helps you keep contacts, companies, and other records free of duplicates in the same effort.
Yes. However your data comes in, whether through integrations or APIs, from another CRM or spreadsheet, or from forms and emails, some duplicates are almost inevitable. Once it's imported, you can run Duplicates Cleanup to find and merge them, so a migration doesn't leave you with two of everything.
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