---
title: "Mass Merge"
slug: "tools-dedupe-start-the-cleanup-process-mass-merge"
updated: 2023-03-27T15:15:59Z
published: 2023-03-27T15:16:00Z
canonical: "help.cloudingo.com/tools-dedupe-start-the-cleanup-process-mass-merge"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudingo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mass Merge

## Overview

Cloudingo offers a 'Mass Merge' option directly in the filter result's merge preview page. This article explains how to use the feature.

Before starting:Make sure [filters](https://help.cloudingo.com/docs/tools-dedupe-filters-creating-managing-filters) and [rules](https://help.cloudingo.com/docs/tools-dedupe-rules-creating-managing-merge-rules) have been configured and carefully reviewed for accuracy before mass merging.

[Embedded content](https://player.vimeo.com/video/812077070)

---

## Performing a mass merge

1. Navigate to the Merge Preview page by clicking on the ‘**View Results**’ option on the filter tile on the dashboard.  
![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-1678318198267.png)
2. Select groups using the **checkbox** to the left of each group to be merged.  
![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-1678318260090.png)
  1. Or choose the **Select All** box at the top left corner.  
![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-1678318350709.png)
3. Click the '**Mass Merge**' button at the top of the group list to submit all selected records in view.

---

## Paging through results

![](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-1678318417471.png)

1. Page through results using the page numbers at the bottom of the results list.
2. Mass Merges can only be done one page at a time.

---

## Confirm merge success

1. Groups submitted to Salesforce will show in a pop-up box indicating that they have been submitted. This means that Cloudingo has submitted the request.  
![image.png](https://cdn.document360.io/fb7adcf5-d3fc-4211-83f7-de4820818a88/Images/Documentation/image-W8DZIS9O.png)
2. Watch the [Activity Stream](https://help.cloudingo.com/docs/activity-stream-activity-stream) for the merge confirmation from Salesforce to see if the merges were successful or a failure, or view the '[Activity Stream Error/Warnings Report](https://help.cloudingo.com/docs/reports-reports-post-merge)' from the Reports dashboard to get a list of failures. Results within the pages will refresh in the list as the records are merged and when moving through the pages.

---

## What's next?

1. If mass merging is already being performed within some of the filters at this point, it is time to consider [automating](https://help.cloudingo.com/docs/tools-dedupe-start-the-cleanup-process-automating-scheduling) those filters to save valuable time.
2. If all records that can be mass merged have already been managed, it is time to start finding more matched records that have a [looser filter criterion](https://help.cloudingo.com/docs/getting-started-how-to-dedupe-and-where-to-start#where-to-start-deduping-operations-for-efficient-workflow-in-cloudingo).  
a. Often these filters must be reviewed manually since they cannot be safely automated.  
b. Learning tricks to help with the manual filters that need to be reviewed is a good next step. Visit our [Excluded Records help article](https://help.cloudingo.com/docs/libraries-excluded-records) on recommended filtering options to learn more.
3. If conversions have not yet been started, now is a good time to start looking over the [convert filters](https://help.cloudingo.com/docs/tools-convert-filters) (Leads with matching Contacts and Leads with matching Accounts).