Over time, the same person can end up with more than one contact record in Honeit. The Merge Contacts feature lets you combine those duplicates into a single clean record, consolidating all their call history and data in one place.
Note: Non-admins can only merge contacts they own. Account admins can merge any contact they have access to.
Table of Contents:
When to Use This Feature
Use Merge Contacts when you notice:
The same candidate or contact appears twice in your contacts list
Two records share the same name and/or phone number but have different email addresses
Call history or project data is split across two profiles that should belong to one person
⚠ Important: Merging contacts is permanent and cannot be undone. The duplicate record will be deleted after the merge. Make sure you are selecting the right contacts before confirming.
What data gets merged and how does it work?
When you merge two contacts, you choose one contact to keep. The second contact is merged into that record and then removed. Honeit preserves as much information as possible during this process.
Contact details
Basic contact information is not combined. Honeit keeps the details from the contact you choose to keep. This includes:
Name
Email address
Phone number
Profile photo
Location
LinkedIn profile
Title and other profile fields
If the duplicate contact contains different values for these fields, they will not be retained after the merge.
Combined activity and history
All associated activity and collaboration data from both contacts is combined so no information is lost. This includes:
Projects
Presentation links
Text messages
Attachments
Notes
Skill tags
Workspace membership
If the two contacts belong to different workspaces, the merged contact will retain access to all associated workspaces.
In short, profile details come from the contact you keep, while activity, history, and associations from both contacts are combined.
How to Merge Contacts
Find the duplicate contacts
Go to "Contacts" and search for the person's name, email or phone number. If duplicates exist, you will see two entries with the same name.
Select both contacts
Check the checkbox next to each duplicate record. Once two contacts are selected, a Merge button will appear at the top of the list.
Click Merge
Click the Merge button. A dialog will open showing both contact records side by side.
Choose which record to keep
Select the contact you want to keep as the primary record. The other contact will be merged into it and then permanently deleted. When in doubt, keep the record that has the most complete information or the most call history.
Confirm the merge
Check the box confirming you understand the merge is permanent. Then click Merge contacts. A second confirmation prompt will appear summarizing exactly which record is being merged into which — review it and click OK to complete.
What to Expect After Merging
Once the merge is complete:
You will see a "Contacts merged successfully" confirmation message at the top of the page.
There will be a record of the merge in the contact profile under the Notes section.
Only one contact record will remain (the one you selected to keep).
All call history, projects, text messages, presentation links, attachments, skill tags from both records will be combined under the surviving contact.
The deleted duplicate record cannot be recovered.
Admin permissions and contact ownership
Admins and non-admin users have different permissions when merging contacts.
Non-admin users
Non-admin users can only merge contacts that they own. If a contact belongs to another user, they will not be able to merge it.
Admins
Admins can merge contacts across different owners. This means they can merge contacts even if the records belong to different users.
When contacts with different owners are merged, the merged contact keeps the owner of the contact you choose to keep. The other contact is merged into that record and permanently deleted.
This allows admins to clean up duplicates across teams while preserving the correct ownership of the final contact record.
💡 Pro Tips
You can only merge two contacts at a time
Search by name to quickly surface potential duplicates
Open both contact profiles before merging if you want to review their full history first
If you are unsure which record to keep, choose the one with the most completed calls or the more established email address
Need help? Contact us at support@honeit.com.