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HomeDuplicate Detector — User Guide

Duplicate Detector — User Guide

Duplicate Detector scans a monday board, groups items that refer to the same thing, and lets you merge, archive, delete or ignore them — without ever changing anything on its own. The app is available in English and French (it follows your monday language, and you can switch with the EN/FR toggle in the header).

🇫🇷 Lire ce guide en français

1. Installation

  1. Install the app from the monday marketplace (or your install link).
  2. Open the board to clean → + tab → AppsDuplicate Detector.
  3. The view is added as a board tab. On first open, click Connect monday: an OAuth window opens, approve it — done. No API key to paste. The connection covers your whole account.

2. Run a first scan

Click Run scan. By default, two items are duplicates when their names are equivalent (same letters ignoring case, accents and punctuation).

Scanning is 100% read-only: it never modifies, archives or deletes anything. Safe to run on a production CRM.

Each group shows a confidence level (Almost certain / Very likely / Likely), the items, and the suggested item to keep (the master, highlighted row).

3. Configure detection rules (Settings)

Compared fields

Check the item name and/or up to 5 columns (text, email, phone, link, numbers, date, status, dropdown, people, country). All checked rules must match (logical AND). Per-field strategies:

StrategyUse it for
Equivalent (default)Ignores case, accents, spacing, punctuation. Jean DUPONT = jean dupont. Gmail dots/+tags match, +33 6… = 06…, links compared without utm_… parameters
IdenticalStrict character-by-character match
FuzzyTypo-tolerant match (text only, adjustable 70–95% threshold)

Columns displayed in results

Check up to 10 display-only columns: they are added to the results table (on top of the compared fields) to help you decide which item to keep — they never affect detection. Visible from the next scan.

Scanned groups

No selection = whole board. Otherwise the scan is limited to checked groups (duplicates ACROSS checked groups are detected).

Default kept item (master)

Up to 3 ordered priority rules — “column X is filled”, “column Y equals Z” (e.g. Status equals Signed client) — then the tie-breaker: most complete, oldest, or most recently updated.

4. Resolve a duplicate group

  • Master: change the kept item with one click (radio button).
  • Keep: check extra items to preserve untouched alongside the master.
  • Merge into master: fills every empty master field from the duplicates (values re-read live at merge time), posts a traceability update on the master, then archives the duplicates. Nothing is deleted.
  • Archive: archives the duplicates, master untouched.
  • Delete: real deletion — protected by a second confirmation click.
  • Ignore (not a duplicate): remembers the pairs; they will never be flagged again (resettable in Settings).

Bulk actions: merge or archive every open group at once, with per-group exclusions (“Exclude from bulk action”). Large operations run in the background with a live progress bar; a fresh scan starts automatically afterwards to reflect the real board state.

5. FAQ

No. The scan only reads the board. Only your explicit actions (merge, archive, delete) change anything.
They go to the board’s monday trash (recoverable). Merge never hard-deletes.
It was added to display columns after the last scan. Re-run a scan to see the values.
25,000 items per scan; restrict the scan to specific groups beyond that.
Rules are saved per board and shared with the whole team. OAuth is per monday account.
The app runs on monday code infrastructure (monday.com servers). Scan results are stored transiently (only the last 3 scans per board are kept) with values truncated to display needs.

6. Support

A bug, a question, or a broader monday need? admin@ethanolle.com — in-app help is always one click away via the ? button in the header (3-step guide + how-to video).

Duplicate Detector is built by Ethanolle, a monday.com partner agency.

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