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To find and merge duplicate contacts, you usually don’t need to do anything: Jobin merges duplicates automatically. If a banner says some couldn’t be merged, choose Clean database and resolve the conflicts.

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What this gets you

  • You keep one record per person, so notes, history, and outreach aren’t scattered across duplicates.
  • You avoid messaging the same person twice.
  • Most duplicates merge automatically. You only decide when two records genuinely disagree.

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Before you start

  • Jobin treats two contacts as the same person if they share a social profile link, a private email address, or the same name and work email.

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Steps

  1. When the banner Your database has duplicate contacts that couldn’t be merged automatically appears, choose Clean database.
  2. Review the first duplicate pair. Use the previous and next buttons to move between pairs.
  3. For each conflicting field, choose Pick new to keep the new value or Keep original to keep the existing one. You can edit either value first.
  4. To settle every conflict at once, choose Overwrite all conflicting values with newest or Keep all original conflicting values, and confirm.
  5. When you finish, run the Database health check again to make sure no new duplicates came in.

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Tips

  • You can snooze the banner for 12 hours if now isn’t a good time.

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Ideas to get more from it

  • After a fresh import, choose Overwrite all conflicting values with newest. After tidying your own CRM, choose Keep all original conflicting values.
  • Run the Database health check after a large import.
  • Map a profile link and an email for every contact on import, since those are what Jobin matches on.