Merging Multiple Records

Merging contacts is a powerful way to clean up your database, eliminate duplicate records, and consolidate important information into one master record.

Merging helps:

Eliminate duplicate entries.

Consolidate data into a single, accurate record.

Streamline communication and tracking.

Merging contacts is anon-reversibleaction. Only admins have the access to merge contacts in a location.

Step 1: Select Contacts to Merge

Go to the Contacts section of your CRM.

Select the contacts you want to merge by checking the boxes next to their names.

Click on the Merge icon on the top bar.

Step 2: Choose the Master Record

In the merge preview screen, choose the Master Record.

The Master Record is the primary record where consolidated data will be stored.

All non-conflicting fields from other records will default to the Master Record’s values.

Step 3: Review and Map Fields

Mandatory Field: Ensure you select a Primary Email and Phonefor the Master Record if there are additional email addresses and phone numbers that needed to be added in the contact.

If there’s no Primary Email, remove additional emails and assign one as the primary to proceed.

For conflicting fields (e.g., phone numbers, addresses), choose the data you want to keep.

Information like Courses, Community Groups, and Products will automatically combine across all merged records. Other information like Activities, Payments, Orders, Invoices and Appointments will automatically default to the activity of the master record.

Step 4: Confirm the Merge

Double-check your selections in the merge preview.

Click Merge to consolidate the selected contacts into one record.

Once merged, the data from non-master records will be consolidated into the Master Record, and the duplicates will be removed.