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Status Future consideration
Categories Ideas
Created by Brian Trombley
Created on May 18, 2021

Simplify the process of finding and fixing duplicate organizations

Today, it's quite onerous to find and fix duplicate organizations. We'd like Aha to help identify potential duplicates (either the names are similar enough, or they have the same email domains). Once identified, we'd like bulk merge capabilities (i.e. merge these orgs now, don't merge these now, never ask to merge these again).

More details: we track customers and prospects in our CRM tool. We're working on syncing this data into Aha programmatically to keep Organizations current. However, the data isn't perfect, there are many duplicate entries. If/when we enable Aha auto-generation of Organizations, we'll exacerbate our duplicates.

Merging today is very involved: search for the target org to merge, click Merge, wait for "Merge to" to populate, find the target, merge. Repeat, again and again.

Thanks for listening.

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    Sep 6, 2023

    Definitely agree on the need for this! With 5000+ organizations, I can only find duplicates if someone from that organization mentions or if I happen to recognize it. On a regular basis, I spend time scanning the list of organizations to see if I can spot duplicates. This is incredibly manual and beyond error prone. Bulk merging them would be great but a priority for us would be able to even find the duplicates.