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Merge Duplicates
New feature

Permanently Skip Duplicate Groups That Don't Belong Together

Lynn avatar
Shared by Lynn • March 24, 2026

When you're deduplicating at scale, it's not uncommon to find records that look like duplicates but aren't, or groups where most records match but one is clearly different. Until now, these groups kept reappearing in your results each time you ran a template, and the only solution was to create a custom field and manually log each record you wanted to skip.

You can now exclude any duplicate group directly in the Merge Duplicates module. This lets you prevent specific sets of records from appearing in duplicate analysis or being merged.

In Step 2, click the X on a group row to add it to the Exclusion List — it won't appear in duplicate analysis or be included in merges, regardless of which template or matching rules you use.

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To review or undo exclusions, click the Exclusions button in the Step 2 header to open a list of all excluded groups, where you can inspect individual records or remove groups from the list at any time.

For example, if you're reviewing a batch of contact duplicates and notice one group contains records that belong to separate individuals who share a name, you can exclude that group on the spot. It will no longer surface in future runs, keeping your results clean without requiring manual field tracking.

Learn more about excluding duplicate groups from deduplication.