How to resolve duplicate records with merging
Steps to Merging
Related Helpguide Pages
Learn how to combine multiple records together with a merge
When you have duplicate records in your platform, such as the same person listed as a User two or more times, it can quickly become tricky to search through, sort, use, and report on your information. The merge functionality in your accessplanit platform resolves these problems! Merging consolidates two or more separate records into a single one, to eliminate duplicate data and ensure your data is easier to keep up to date within your platform.
Merging is available in your platform for:
Users
Accounts
Course Templates
Courses
Awards
Job Roles
Follow this page to learn the steps for merging records together.
Please Note
Once a merge has been completed it cannot be reversed, we recommend that you take your time with every merge that you complete.
How to merge Users
This step will take you through the steps on how to merge two or more duplicate User records into one
How to merge Accounts
How to merge Course Templates
How to merge Courses
How to merge Awards
How to merge Job Roles