Merging Two Candidate Records
1
Open the record you want to keep
Navigate to Candidates and open the candidate profile you want to be the primary record — this is the record whose ID and URL will be preserved after the merge.
2
Launch the Find Duplicates tool
Click Find Duplicates in the candidate detail view. Connekt automatically searches for likely duplicates by matching on name, email address, and phone number.
3
Select the duplicate to merge
Review the list of suggested duplicates and select the record you want to merge into the primary. Click the record to inspect it if you’re unsure which one to keep.
4
Click Merge
Click Merge to begin the merge process.
5
Confirm the primary record
You’ll be asked to confirm which record is the primary. The primary record keeps its ID, URL, and core data — make sure you’ve selected the right one.
6
Resolve any conflicting data
Where both records contain different values for the same field — for example, two different phone numbers or addresses — Connekt prompts you to choose which value to keep. Review each conflict and select your preferred data.
7
Confirm the merge
Review your choices and click Confirm Merge to complete the process.
What’s Preserved After the Merge
Everything from the secondary record is transferred to the primary — nothing is lost:- Submissions and placements
- Work experience, education, languages, and social profiles
- Notes and attachments
- Any linked jobs
Important: Merges Are Permanent
Keeping Your Database Clean
When should I merge vs. leave records separate?
When should I merge vs. leave records separate?
Merge when you’re confident both records represent the exact same person. If there’s any doubt — for example, two people with the same name at different companies — leave the records separate and add a note to clarify the distinction.
Can I find duplicates across my whole database?
Can I find duplicates across my whole database?
The Find Duplicates tool searches for matches against a specific candidate record. For a broader database cleanup after a bulk import, open each recently imported record and run Find Duplicates to catch overlaps with existing records.
What if the duplicate has a more complete profile?
What if the duplicate has a more complete profile?
You can choose either record as the primary. If the “duplicate” record is actually the richer one, open it first and run Find Duplicates from there — that way it becomes the primary and keeps its data and ID by default.