Merge by Clever

A duplicate profile splits one person's history in two: the agent answers half-informed, and your reports count one customer twice. Merge by Clever puts it back together, and keeps it that way.

It works beside the open ticket, in the background as Zendesk creates records, across your existing base, and from a spreadsheet you import. In English, Portuguese and Spanish.

Inside the ticket, while the agent works

• Nothing to open and nowhere to go: the panel is already there, beside the ticket
  
• It also finds the requester's other open tickets, so two agents stop answering the same person
  
• The merge happens in Zendesk, not in a copy: tickets, notes and tags land on the record you keep
  

Or before anyone opens the ticket at all

• Agents and admins are never merged, and an empty field never matches an empty field
  
• Automatic and manual merges share one history: who, when, which rule, what was kept
  
• Turn on dry run and it decides everything, writes it all down, and merges nothing
  

Recognise a customer the way your business does

• The same document number, order id or external id — any user or ticket field you have
  
• Protect what must never move: a tag or a field value you name keeps a record out of every merge
  
• Choose who survives: the oldest, the newest, the most complete, or your own priority list
  

And the duplicates already in there

• A temporary import brings your users and tickets in for a few days, and past rules sweep it for duplicates nobody knew about
  
• Group by what Zendesk's search cannot reach: a dropdown, a date, the digits of a phone number written five ways
  
• You get the count, the groups and a sample before anyone touches a record
  
• The copy deletes itself in 72 hours, and no one, including us, can keep it past 144
  

Or bring people in from a spreadsheet

• Create users from a CSV or XLSX, and the app catches duplicates before a record is written
  
• Match a row to someone you already have by the field your business uses — a document number, an order id — not only e-mail
  
• Decide once what happens when the file and Zendesk disagree, or review each one field by field
  
• Rows it could not use come back as a report you open in Excel
  

Plans

• Free trial, no credit card required
  
• See what each plan includes on our website
  

Privacy

Merge reasons name the field that matched, never its value. Read our privacy policy