If you find that you have created an account more than once, you may merge the duplicates instead of inactivating one. By merging the accounts, any events, contacts, tasks, notes, or financials (payments, credits, invoices, etc.) associated with either account will be kept.
When merging accounts that are in hierarchies, it is important to keep certain merging rules in mind.
- All child accounts will become the children of the resulting account.
- The resulting account will keep the parent of the "primary" account of the merge (the account whose details page you are starting the merge from). If the primary account does not have a parent, neither will the resulting account, even if the other does have a parent.
To merge accounts:
- Go to the details page of the primary account. (This account's Account ID and Parent Account will be retained by the resulting account.)
- Click the more_vert menu icon in the upper-right corner.
- Click Merge Account to open the Merge Account slider.
- In the slider, search for and select the duplicate account.
- Once the other account is selected, you will be able to select which information you would like to keep from each account. The information for the primary account will be selected by default. If any fields for that account are empty, the information for the other account will be selected. The information you can select is:
- Name
- Tax ID
- Secondary Tax ID
- Lead Source
- Market Segment
- Which emails and phones to include. The first you check will automatically be set as the primary, but you can also click Set Primary next to a different entry to give it that label.
- Account Manager
- Tax Exempt
- Address
- Website
- Description
- Require Purchase Order Number on Invoices
- Once you've made your selections, click Save.
- Confirm that you want to merge the accounts.
- The events, contacts, tasks, notes, documents, and financials tabs will include information from both accounts. We'll also ask you if you wish to check for duplicate contacts - clicking Yes will take you to the contacts tab. If you see duplicate contacts, you can merge those, as well. (For step-by-step instructions, please see Merge Duplicate Contacts.)
