Merging company records

Use the Merge Company Values page to merge two duplicated company records into a single record. The values you select from the two records are retained for the resulting merged company record.

1. Choose one of the following:

• Merge two companies that you already know to be duplicates.

  1. Go to Front Desk > Population > Companies or Administration > Population Settings > Companies.

  2. Search for and select the first company.

  3. Click Merge Two Companies.

  4. Search for and select the second company.

• Search for potential duplicates of a single specific company.

  1. Go to Front Desk > Population > Companies or Administration > Population Settings > Companies.

  2. Search for and select the company.

  3. Click Show Like Companies.

  4. Click Merge for the duplicate company that you want to merge.

• Search the system for potential duplicates that you may not yet know about.

  1. Go to Front Desk > Population > Companies - Consolidate.

  2. Click Merge for the duplicate company that you want to merge.

2. For each of the fields in the Details section, click the option button in either the Primary or Secondary column for the value that you want to retain in the new merged record.

3. Click Merge.

Note: To cancel the merge, click Exclude. The potential duplicate record (the secondary record) will be excluded from the next search for duplicate companies to merge.

Related topics

Finding similar customers or companies to merge

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