How to resolve duplicate records with merging

Steps to Merging

1 How to merge Users
2 How to merge Accounts
3 How to merge Course Templates
4 How to merge Courses
5 How to merge Awards
6 How to merge Job Roles

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

This step will take you through the steps on how to merge two or more duplicate User records into one

How to merge Course Templates

This step will take you through the steps on how to merge two or more duplicate Course Templates records into one

How to merge Courses

This step will take you through the steps on how to merge two or more duplicate Courses records into one

How to merge Awards

This step will take you through the steps on how to merge two or more duplicate Awards records into one

How to merge Job Roles

This step will take you through the steps on how to merge two or more duplicate Job Roles records into one

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