![koalify_rectangle_-3.png]](https://koalify.io/hs-fs/hubfs/koalify_rectangle_-3.png?width=50&height=50&name=koalify_rectangle_-3.png)
By default, HubSpot keeps the primary record’s property values during a merge. With Merge Rules in Koalify, you can choose whether to keep, overwrite, or combine property values.
1. Navigate to the Koalify app settings page
- In your HubSpot account, click the ⚙️ settings icon in the main navigation bar.
- In the left sidebar, go to Integrations > Connected Apps.
- Find"Koalify, Click the Actions, Go to settings
- In the Merge Rules section, click Edit Merge Rules.
2. Create new Merge Rule
- Navigate to the Contact, Companies, Deals or Tickets tab
- Click Create Rule
- Choose the property you want to customize
- Some properties (such as analytics or calculated fields) are read-only and won’t appear in Merge Rules
- Select how the property should be handled during merge
| Match Criteria | Description |
|---|---|
|
Append |
Appends all values for multi-select properties |
|
First updated |
Keeps the property value that was updated first |
|
Last updated |
Keeps the property value that was updated most recently |
|
Is known |
Retains the value if one is known and the other is empty |
|
Is unknown |
Keeps the unknown value if the other is populated |
|
Contains exactly |
Retains the value that contains the specified text |
|
Does not contain exactly |
Excludes values containing the specified text |
|
Is any of / Is equal to |
Keeps the values that match the specified options |
|
Is none of / Is not equal to |
Keeps the values that don’t match the specified options |
|
Sum |
Adds the values from both records and keeps the total |
