Merging duplicates without losing data

Platform discussions monday CRM
1

Monday CRM: When using manage duplicates, data will overwrite existing data in the same column, when the original and duplicate are “merge.” Anyone have a work around? It would be helpful to have a feature like excel’s where you can add column A and B into Coumn C, and then strip out the formula and leave only the value. (numbers or text.)

2

A possible workaround in Monday CRM for merging duplicates without overwriting data is to use automations and formulas creatively. While Monday.com doesn’t have a built-in “merge columns” feature like Excel, here are some approaches you can try:

Option 1: Use a Formula Column to Concatenate Data

  1. Add a Formula column and use a formula like this:

mathematica

CopyEdit

{Column A} & " " & {Column B}

This will combine both values into one field.
2. Duplicate the Formula column as a Text column to remove the formula and keep only the merged values.

Option 2: Use an Automation with a Temporary Column

  1. Create a temporary column to store the existing data.
  2. Use an automation (if applicable in your plan) to copy the duplicate’s data into the temporary column before merging.
  3. After merging, manually combine both columns or use a formula as in Option 1.

Option 3: Export, Merge in Excel, and Reimport

If dealing with a large dataset, another approach is:

  1. Export your board to Excel.
  2. Use Excel’s merge formulas (=A1 & " " & B1) and then “Paste Values” to remove formulas.
  3. Reimport the cleaned data into Monday.com.

While this isn’t a perfect solution, it helps retain both sets of data instead of overwriting them. Hopefully, Monday.com will introduce a built-in way to merge fields dynamically in the future!

If this helps, Iet me know with a like! :blush: or feel to ask more!

3

I have a similar issue. Could you please give a solultion for email thread (Context: When we merge two same leads, using manage duplicates option the email conversation gets lost. Is there any way to solve this issue?)

1 Like
4

there is no good way to do this. solution is depending on how many records you have. I have >10k. only option was through export to sheets, run a script, remove/merge dups, mark them in monday, reimport. its a total disaster. and the third party apps don’t work either.

5

This should be something Monday does, because otherwise there’s way too much moving data around. My main board has about 5,000 names and I have to break it into sections of max 500 and then stitch it together in excel. I can’t download the entire board because it was created in a template–another issue that shouldn’t stand in the way of productivity. And I’ve connected one board with another, so I’m concerned if I download the board and then upload it again, I will lose my links to the other boards. Any thoughts?