Advanced Merge Logic: Values Don't Match

Duplicates aren't always easy to identify—sometimes the same person has multiple records with matching names and phone numbers but different email addresses (e.g., a personal versus work email). Or you might have companies with the same domain and other indicators showing they're the same organizations, but with differences in other fields.

In Insycle's Merge Duplicates module, you can now create sophisticated templates that identify duplicates even when certain fields exist but don't match, helping you catch variants and edge cases.

The new Values Don't Match condition lets you set up multi-phase deduplication workflows that target different duplicate scenarios without overlap.

For example, after running a template to merge contacts with identical email addresses, you can run a second template to catch duplicates with matching first name, last name, and phone number - but different email addresses. By setting the Email field condition to Values Don't Match, you'll only surface duplicate groups where the email addresses exist, but differ, automatically excluding the exact-match duplicates you've already merged.

Or, if you've already merged companies with identical names, you can create a follow-up template to find duplicates with similar names (like "A.B.C. Corp" versus "ABC Corporation") and other matching information. Use the Values Don't Match condition on the company name field to find only duplicates with different company names, skipping the exact matches you've already taken care of.

Check out these articles in our Help Center for more details:

• Deduplication Scenarios: Advanced Techniques for Duplicate Management
• Module Overview: Merge Duplicates