---
title: Koalify Knowledge Base
description: Step-by-step guides for setting up Koalify, building duplicate, primary and merge rules, merging records, and keeping your HubSpot clean.
---
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### [Getting Started Install Koalify, explore the Koalify properties and default rules that are added to your HubSpot portal.](https://koalify.io/knowledge-base/getting-started?hsLang=en)
### [Koalify settings Set the matching criteria that decide what counts as a duplicate and primary in your portal.](https://koalify.io/knowledge-base/koalify-settings?hsLang=en)
### [Duplicate overview See all your flagged duplicates in reports or lists filter, review, and decide what to merge.](https://koalify.io/knowledge-base/duplicate-overview?hsLang=en)
### [Duplicate cards Merge duplicates directly from a record page in HubSpot.](https://koalify.io/knowledge-base/duplicate-cards?hsLang=en)
### [Bulk merging Merge thousands of duplicates automatically using HubSpot workflows.](https://koalify.io/knowledge-base/bulk-merging?hsLang=en)
### [Account & Billing Mange your Koalify account and subscription.](https://koalify.io/knowledge-base/account-billing?hsLang=en)
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