Running a SmartMerge report to find similar records

A SmartMerge report will display all contacts, leads, or organizations with similar-sounding names, allowing you to merge exact duplicates as well as closely matching organizations. The report will be emailed to you in a spreadsheet file and is a more comprehensive way to search your records for duplicates.

There are also other SmartMerge methods to find duplicates or records with closely-matching names.

To use a SmartMerge report:

  1. Go to the Contacts, Leads, or Organizations page and click the SmartMerge link in the right sidebar. (Click the Show Sidebar button if you need to open the sidebar.)
  2. Scroll down to the bottom of the page and click the option to run a full report.
  3. The report will be emailed to you in a zipped Excel file. Click the link in the email to download the file. The link will be valid for 30 days.
  4. Open the saved file. The file will list three columns. You can click any of the links in the first two columns to view the details of a record in Insightly. But you can also do this in the next step.
  5. Click the SmartMerge link to go to the SmartMerge page for the identified records in Insightly. You can now begin the merging process.
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