Merge and delete records
Merge and delete records to keep your data tidy.
Merge records
Attio's merge feature helps you clean up and de-duplicate records, merging them into one record. You'll be prompted to merge any duplicates when Attio detects them using domain for companies and email address for people.
Note: It's not yet possible to merge records for Deals, Workspaces, Users, or custom objects.
What happens when I merge two records?
When merging records you combine all data including list entries, notes, tasks, and comments from two source records into a single record. Emails will also be merged when two person records are merged.
The data for the record on the right will be prioritized and merged to, so this is the one that will remain after the merge, while the other record is permanently deleted. You can swap the order of records by clicking the arrow icon between them.
To the right of the = sign, you'll see the information your merged record will contain: the record name, email addresses or domains, and the number of lists, notes, tasks, and comments.
How do I merge records?
You can manually merge any record with another directly from a record page.
Navigate to a record page by searching for and clicking the name of the record.
Click the ⋮ icon in the top right corner of the record page.
Select Merge Records.
Click the + icon on the left, then search for and select the duplicate record.
Optionally, click the arrows between records to swap the order. The record on the right will be merged to and prioritized.
Click Merge records to combine the records' data.
Delete records
When a record is no longer needed in your workspace, you can delete it to remove the data.
What happens when a record is deleted?
When you delete a record:
It is removed for all members of your workspace.
Any linked notes and files are also deleted.
References to the record in tasks, notes, note templates, and comments are removed.
Records previously merged with it are not restored.
Its data is removed from reports.
Note: Take caution with deleting records, as once a record is deleted, it cannot be recovered by you or your team.
Delete a single record
Open the record page by searching for and clicking the record name.
Click the ⋮ icon in the top right corner of the record page.
Click Delete record.
Confirm you want to delete the record by clicking Delete.
Delete records in bulk
To delete records in bulk, follow these steps:
Navigate to the All records page, such as Companies or People from the main sidebar.
Select one or more records using the checkboxes to the left of record names.
From the dialogue box that appears at the bottom of the view, click More ▾, then Delete records.
Confirm you want to delete the records by clicking Delete.