---
title: How to bulk unmerge incorrectly merged records in HubSpot with Koalify
description: Learn how to bulk unmerge incorrectly merged records in HubSpot with Koalify by filtering Koalify Merge records and enrolling them in an unmerge workflow.
---

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# How to bulk unmerge incorrectly merged records in HubSpot with Koalify

## Use the Koalify Unmerge workflow action to undo accidental merges in bulk, for example when a workflow or duplicate rule merged the wrong records.

Every merge Koalify makes is stored as a [Koalify Merge record](https://koalify.io/knowledge-base/how-to-view-and-filter-koalify-merges-in-hubspot-using-the-koalify-merge-object?hsLang=en) in HubSpot. To unmerge in bulk, you filter those Koalify Merge records down to the accidental merges and enroll them in a workflow with the **Koalify Unmerge** action.

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### 1. Create an unmerge workflow

Note that in installs from November 2026 the workflow comes preinstalled. 

- In your HubSpot account, go to **Automation \> Workflows** and create a new workflow based on **Koalify Merges**.
- Set the trigger to **Trigger manually only**. You usually only want to unmerge a specific set of accidental merges, not every merge that meets a set of criteria.
- Add an action and search for **Unmerge**.
- Select the **Koalify Unmerge** action and save it.
- Turn on the workflow.

You only need to create this workflow once. You can reuse it every time you need to unmerge records.

![Koalify Unmerge Workflow](https://koalify.io/hs-fs/hubfs/Koalify%20Unmerge%20Workflow.png?width=670&height=560&name=Koalify%20Unmerge%20Workflow.png)

 

### 2. Filter the merges you want to unmerge

- Go to **CRM \> Koalify Merges**.
- Click **Advanced filters** and add filters that match only the accidental merges. For example: 
    - **Merge source** is **Workflow**
    - **Workflow ID** is equal to any of the ID of the workflow that merged the records
    - **Merge date** is **Today**
    - **Duplicate rules** is equal to any of the duplicate rule that caused the wrong merges. Copy the value from one of the Koalify Merge records.
- Check the number of records in the view and open a few of them to confirm they were merged by mistake.

![Filter the merges you want to unmerge](https://koalify.io/hs-fs/hubfs/Filter%20the%20merges%20you%20want%20to%20unmerge.png?width=670&height=341&name=Filter%20the%20merges%20you%20want%20to%20unmerge.png)

### 3. Turn off the workflow that caused the merges \[OPTIONAL\]

Before you unmerge, make sure the workflow that merged the records is turned off. Otherwise it may merge the same records again.

- Open one of the Koalify Merge records in your view.
- Navigate to the surviving record (the contact or company that remained after the merge).
- In the record's **Activities**, find the Koalify merge event and click through to the workflow that triggered the merge.
- Turn off that workflow, or fix the duplicate rule that caused the wrong merges.

 

### 4. Enroll the merges in the unmerge workflow

- Go back to your filtered view in **CRM \> Koalify Merges**.
- Select all records in the view.
- Click **More \> Enroll in workflow**.
- Choose your unmerge workflow and click **Enroll**.

The selected Koalify Merge records are now enrolled and Koalify starts unmerging them.

![Enroll the merges in the unmerge workflow](https://koalify.io/hs-fs/hubfs/Enroll%20the%20merges%20in%20the%20unmerge%20workflow.png?width=400&height=451&name=Enroll%20the%20merges%20in%20the%20unmerge%20workflow.png)

### 5. Track the progress of the unmerges

You can follow the unmerges in two places:

- **In the unmerge workflow:** check **Performance history** and **Enrollment history** to see each record move through the Koalify Unmerge action.
- **In CRM \> Koalify Merges:** add the **Status** column to your view. Each merge moves from **Merged** to **Unmerging** to **Unmerged**.

Once a merge is unmerged:

- **Unmerge date** shows when the unmerge happened.
- **Restored record ID** shows the ID of the record the unmerge recreated.

If the status is **Unmerge failed**, the **Unmerge error** property explains why.

### Good to know

- Use a manual trigger for your unmerge workflow, so you only unmerge the records you select.
- Always turn off or fix the workflow that caused the merges first, so the records aren't merged again.
- To unmerge a single record, see [How to unmerge an incorrectly merged record in HubSpot with Koalify](https://koalify.io/knowledge-base/how-to-unmerge-an-incorrectly-merged-record-in-hubspot-with-koalify?hsLang=en).

 

### What happens when you unmerge

Unmerging is best effort. Koalify rebuilds both records as closely as it safely can, but it can’t rewind time.

1. **The merged record is recreated.** HubSpot can’t bring a merged record back, so Koalify creates a new one from the values it saved at the moment of the merge. 
     - It gets a **new record ID**, and its **create date** is the date of the unmerge. Integrations, reports, lists or workflows that use the old ID or the original create date won’t match it.
     - Read-only and calculated properties, such as scores and rollups, aren’t copied. HubSpot recalculates them.
     - If HubSpot rejects a value, Koalify skips that value and still creates the record. A unique property that’s already taken is one example.
     - **Contacts:** the recreated contact’s email is removed from the surviving record’s secondary emails.
2. **The surviving record is cleaned up.** A property goes back to its pre-merge value only if the merge changed it and it still holds the value the merge wrote. Anything edited since, by a person or a workflow, is left alone.
3. **Associations are moved back.** Companies, deals, tickets, emails, meetings, calls, notes and tasks that came from the merged record move to the recreated record.

### What an unmerge can’t undo

- **Form submissions stay on the surviving contact**. HubSpot stores form submissions as part of the contact’s own history rather than as associations, and doesn’t allow moving them to another contact. So the recreated contact won’t have its form submissions back.
- **Changes made after the merge stay on the surviving record.** This includes property edits, new activities, new associations, and values a workflow reformatted, such as a phone number or country.
- **Other HubSpot history stays on the surviving record too.** This includes email engagement, web tracking and analytics history, and list memberships.
- **Shared associations move.** If both records had the same association before the merge, such as the same company, it ends up only on the recreated record.
- **Combined values may not separate cleanly.** Values created by merge rules, such as joined text or summed numbers, are most at risk, especially if you undo merges out of order.

### Limits

- Only contact and company merges made by Koalify can be unmerged, and only merges made after the unmerge feature launched.
- Each merge can be unmerged once. If an unmerge fails, you can retry it.
- Unmerging is free but needs an active subscription.

 

- [Getting Started](https://koalify.io/knowledge-base/getting-started?hsLang=en)
- [Koalify settings](https://koalify.io/knowledge-base/koalify-settings?hsLang=en)
- [Duplicate overview](https://koalify.io/knowledge-base/duplicate-overview?hsLang=en)
- [Duplicate cards](https://koalify.io/knowledge-base/duplicate-cards?hsLang=en)
- [Bulk merging](https://koalify.io/knowledge-base/bulk-merging?hsLang=en)
- [Merges overview](https://koalify.io/knowledge-base/merges-overview?hsLang=en)
- [Unmerging](https://koalify.io/knowledge-base/unmerging?hsLang=en)
- [Account & Billing](https://koalify.io/knowledge-base/account-billing?hsLang=en)

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