Merging leads or contacts

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6 Comments

  • Zak Wilkowski

    When merging leads/contacts, are both Lead Properties and Communication (recorded calls, emails etc.) copied over to the new lead/contact? 

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  • Dion
    Zendesk Customer Care

    Hi Zak,

    Yes, all lead properties and communications will be copied over to the new lead or contact after merging.

    Regards,

    Dion

    1
  • Ivan

    As you say: Sell creates a new custom field called Email#1. But can I then search by this new custom field? I tried to find contacts with some email and requested https://api.getbase.com/v2/contacts?custom_fields[Email#1]=some_email, but it show me all data. 

    UPDATE - RESOLVED

    I forgot about url encoding. When I request https://api.getbase.com/v2/contacts?customfields%5BEmail%231%5D=some_email

    all works fine!

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  • Dion
    Zendesk Customer Care

    Hi Ivan,

    The following custom field types are supported for filtering using the Core API: Single Line Text, Number, Dropdown or Multi-Select
    https://developers.getbase.com/docs/rest/articles/requests

    You may use the Search API to search/filter for email type custom fields but this requires you to have Sell's Elite Plan.
    https://developers.getbase.com/docs/rest/articles/search/custom-fields-mapping

    Hope this helps!

    Regards,

    Dion

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  • Casey McLeod

    How long does it take for all communications to move over when you merge a contact? I merged 1 contact as a test because I was worried about losing information. The new contact business description was not updated as a custom field and so far none of the emails that were tracked and none of the notes have shown up.

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  • Malinda
    Zendesk Customer Care
    Hi Casey, 

    The merge should happen fairly quickly. As a result, I have reached out to you in ticket 9719674 to receive more information in order to investigate this closer. 

    Thanks!
    0

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