Overview
The app helps you find and merge duplicate People and Company records in Attio. It watches for duplicates as records are created or updated in Attio, and scans your existing records to find the ones already there. You review each group of duplicates in Neon Deer, choose the record to keep, and merge them back into Attio, with a backup of the original records if you want one.
How it works
Duplicate Detection connects your Attio workspace to a Neon Deer organization.
Checks as records change
When a person or company is created or updated in Attio, the app checks it against your other records and sends any likely duplicate to Neon Deer for review.
Scans of your existing records
From Neon Deer, run a scan of your People or Companies to find duplicates already in your workspace, or schedule scans to run on their own. Company scans can also check whether websites redirect to the same company.
What counts as a match
Always checked: email addresses, company domains, and LinkedIn, Twitter and Facebook profiles.
Optional, turned on in Neon Deer settings: same name and phone number, same name and company, same email domain and full name, and same company name. You can also create your own custom matching rules.
Review and merge
Duplicates are grouped into sets in Neon Deer. For each set you see the records side by side, pick the record to keep, and merge. You can save a backup of the original records before a merge.
What the app adds to your workspace
No lists or attributes. The app adds a Duplicates page and a settings page in Attio, with links to review duplicates, schedule scans and edit your settings in Neon Deer.
Configure
- Install Duplicate Detection in your Attio workspace.
- Go to app.neondeerdata.com/sign-up and sign up or sign in.
- Follow the connection instructions to connect the app
- Open the app's settings in Attio and click "Check connection and setup".
- In Neon Deer, choose which matches to check and run your first scan.
Need help getting set up? Contact us