{"id":476237,"date":"2024-12-04T11:42:18","date_gmt":"2024-12-04T11:42:18","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=476237"},"modified":"2025-10-24T10:07:47","modified_gmt":"2025-10-24T10:07:47","slug":"odoo-restrict-and-merge-duplicate-data-guide","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-restrict-and-merge-duplicate-data-guide\/","title":{"rendered":"User Guide for Odoo Restrict and Merge Duplicate Data"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Introduction<\/h3>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-restrict-and-merge-duplicate-data.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Restrict and Merge Duplicate Data<\/a> module streamlines your database by identifying, merging, and preventing duplicate entries.\u00a0<\/p>\n\n\n\n<p>With flexible search options, Odoo Restrict and Merge Duplicate Data enable users to find duplicates across various fields, archive unnecessary records, and restore them when needed.&nbsp;<\/p>\n\n\n\n<p> Odoo Restrict and Merge Duplicate Data module keeps your database clean, organized, and efficient by automatically managing duplicate data and prevents the creation of new duplicates.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Features<\/h3>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Instantly locate duplicate records in any Odoo model with just one click.<br><\/li>\n\n\n\n<li>Search for duplicates by specific fields or domains tailored to your needs.<br><\/li>\n\n\n\n<li>Automatically archive duplicates to keep your database clutter-free.<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>Odoo Restrict and Merge Duplicate Data module easily restore any archived records with a single click.<br><\/li>\n\n\n\n<li>Archived records are automatically deleted after 30 days for data cleanliness.<br><\/li>\n\n\n\n<li>Prevents the creation of duplicate entries to maintain data integrity.<br><\/li>\n\n\n\n<li>Set duplicate restrictions on key fields such as name, email, or custom fields.<br><\/li>\n\n\n\n<li>Keeps a log of all duplicates found and resolved for easy tracking.<br><\/li>\n\n\n\n<li>Combine duplicate records to streamline and simplify data management.<br><\/li>\n\n\n\n<li>Use domain-based search to locate duplicates based on complex criteria.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Installation<\/h3>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from the Webkul store, you will receive the link to download the <strong>zip file<\/strong> of the module.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- \u2018<strong>odoo_restrict_and_merge<\/strong>\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open the Odoo App and click on the Settings menu. Here, click on <strong>Activate the Developer Mode<\/strong>.<\/li>\n\n\n\n<li>Then, open the Apps menu and click on \u2018<strong>Update Modules List<\/strong>\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018<strong>odoo_restrict_and_merge<\/strong>\u2019<\/li>\n\n\n\n<li>You will be able to see the module in the search results. Click on <strong>\u2018Install\u2019<\/strong> to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Workflow<\/h3>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>After installing the Odoo Restrict and Merge Duplicate Data module, go to Restrict Duplicacy here you can see the \u2018NEW\u2019 and \u2018Find Duplicate Records\u2019 options.\u00a0<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"401\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictone-1-1200x401.webp\" alt=\"Go to Restrict Duplicacy.\" class=\"wp-image-476300\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictone-1-1200x401.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictone-1-300x100.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictone-1-250x83.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictone-1-768x256.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictone-1-1536x513.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictone-1.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. When you click on the &#8220;Find Duplicate&#8221; option, a small window opens where you can enter the criteria for finding duplicates. In this window, you\u2019ll need to specify:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Search By<\/strong>: Choose the field(s) you want to base your duplicate search on.<\/li>\n\n\n\n<li><strong>Fields<\/strong>: Enter or select the specific fields (e.g., name, email, or other identifying fields) to be compared for duplicates.<\/li>\n<\/ul>\n\n\n\n<p>After entering the required information, click on Fetch Duplicates.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricttwo-1200x943.webp\" alt=\"Enter the criteria for finding duplicates\" class=\"wp-image-476301\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricttwo-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricttwo-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricttwo-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricttwo-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricttwo-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricttwo.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><br>3. After this, the data appears, showing <strong>Model<\/strong>, <strong>Fields<\/strong>, and <strong>Active<\/strong> columns. Click the checkboxes to select the lines you want. After selecting, click on <strong>\u2018Show Selected Lines\u2019<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictthree-1200x943.webp\" alt=\"Click the checkboxes to select the lines \" class=\"wp-image-476303\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictthree-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictthree-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictthree-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictthree-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictthree-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictthree.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Next, select original lines, then click <strong>Proceed<\/strong> to continue.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfour-1200x943.webp\" alt=\"Click on Proceed.\" class=\"wp-image-476304\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfour-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfour-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfour-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfour-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfour-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfour.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. After clicking <strong>Proceed<\/strong>, the &#8220;Delete Archive Merge&#8221; page appears with two options:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Archive Duplicate Record<\/strong><\/li>\n\n\n\n<li><strong>Replace Duplicate Record with Original<\/strong><\/li>\n<\/ol>\n\n\n\n<p>Select the checkbox for your preferred action, then click <strong>Archive Duplicate Record<\/strong> to complete the process.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfive-1200x943.webp\" alt=\"Select the checkbox for your preferred action and proceed.\n\" class=\"wp-image-476305\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfive-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfive-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfive-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfive-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfive-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictfive.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>&gt; Similarly, you can fetch duplicate data in Sales, Purchase, and Invoice records.<\/strong><\/p>\n\n\n\n<p><strong>Below is an example for Sales:<\/strong><\/p>\n\n\n\n<p><strong>(i)<\/strong> Clicking &#8220;Find Duplicate&#8221; opens a window to set duplicate search criteria. Choose the field(s) (e.g., name, email) under <strong>Search By<\/strong> and specify fields to compare. Then, click <strong>Fetch Duplicates<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictsix-1200x943.webp\" alt=\"Click Fetch Duplicates.\" class=\"wp-image-476306\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictsix-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictsix-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictsix-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictsix-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictsix-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictsix.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>(ii) <\/strong>The data displays columns for Model, Fields, and Active. Select lines using the checkboxes and click Show Selected Lines.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictseven-1200x943.webp\" alt=\"Select lines using the check boxes \" class=\"wp-image-476307\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictseven-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictseven-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictseven-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictseven-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictseven-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictseven.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>(iii)<\/strong>\u00a0 Next, select original lines, then click <strong>Proceed<\/strong> to continue.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteight-1200x943.webp\" alt=\"Click Proceed \" class=\"wp-image-476308\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteight-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteight-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteight-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteight-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteight-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteight.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>(iv) After clicking <strong>Proceed<\/strong>, select <strong>Archive Duplicate Record<\/strong> or <strong>Replace Duplicate Record with Original<\/strong> on the &#8220;Delete Archived Merge&#8221; page, then click <strong>Archive Duplicate Record<\/strong> to complete.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictnine-1200x943.webp\" alt=\"select Archive Duplicate Record or Replace Duplicate Record with Original \" class=\"wp-image-476309\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictnine-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictnine-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictnine-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictnine-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictnine-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictnine.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>\u00a06. You can set up a restriction by clicking <strong>New<\/strong>. Select the <strong>Model<\/strong> and <strong>Fields<\/strong> you want to restrict, enable the <strong>Active<\/strong> option, and save it. This will prevent duplicate entries for the specified data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"319\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictten-1200x319.webp\" alt=\"You can set up a restriction by clicking New.\" class=\"wp-image-476310\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictten-1200x319.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictten-300x80.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictten-250x66.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictten-768x204.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictten-1536x408.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restrictten.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. Click on <strong>Configuration<\/strong> and then select <strong>Recycle Records <\/strong>to view recycled records.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"434\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteleven-1200x434.webp\" alt=\"Click on Configuration and then select Recycle Records to view recycled records.\" class=\"wp-image-476311\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteleven-1200x434.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteleven-300x109.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteleven-250x90.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteleven-768x278.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteleven-1536x556.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/restricteleven.webp 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>NEED HELP?<\/strong><\/h2>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odoo Restrict and Merge Duplicate Data module streamlines your database by identifying, merging, and preventing duplicate entries.\u00a0 With flexible search options, Odoo Restrict and Merge Duplicate Data enable users to find duplicates across various fields, archive unnecessary records, and restore them when needed.&nbsp; Odoo Restrict and Merge Duplicate Data module keeps your database clean, organized, <a href=\"https:\/\/webkul.com\/blog\/odoo-restrict-and-merge-duplicate-data-guide\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":637,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[1267,590],"class_list":["post-476237","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Odoo Restrict and Merge Duplicate Data<\/title>\n<meta name=\"description\" content=\"Odoo Restrict and Merge Duplicate Data helps find, merge, &amp; manage duplicates, archive unnecessary records, &amp; prevent future duplicates.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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