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The Merge function allows you to combine two or more records representing the same person into a single central employee.
The primary (preserved) record becomes the source of truth, while the other records have their groups and information incorporated into it.
This ensures that each employee has only one consolidated profile, avoiding inconsistencies between integrations such as Google Workspace, Zoho CRM/Desk, Freshdesk, and others.
Once performed, the merge operation cannot be undone.
When to use merge
- When there are two employee entries with the same name but different emails.
- When automatic imports generate duplicate records due to small variations in name or email.
Practical example
Employee Anna Smith appears
- In Google Workspace as Sales Manager
- In Zoho CRM as Account Executive, with name written as Ana S. Smith
Action: Merge duplicates and set the Google Workspace record as the primary.
Result:
Bybrand maintains a single central record of Ana Smith, consolidating the Account Executive role and linking both groups.
Good practices
- Choose the main record carefully, as it will be the future reference.
- Periodically review the suggested duplicates to keep your database organized.