Merge duplicate customer Accounts together into one Account

Steps to merge multiple Accounts into one:

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When you have duplicate records in your platform, such as the Account being listed 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.

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Follow this page to learn the steps for merging multiple Accounts together into one Account.

Merge multiple Accounts into one

1. Open the ‘Accounts’ DataGrid from your main navigation menu on the left

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2. This will take you to the Accounts DataGrid

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3. Find the Account that you wish to merge by applying filters and/or searching the Account’s DataGrid

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4. Select the duplicate records by clicking on them so that they highlight blue

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5. Click the mass action drop-down at the top left of your DataGrid and click the ‘Merge’ option

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6. The ‘Merge Accounts’ pop-up window will appear, click the ‘Select’ button on the ‘Record to Keep’ option

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7. Your selected Account records will appear, we advise adding the ‘Account ID' column so you can ensure you are keeping the correct record
   Visit our dedicated page to add a new column to your DataGrid

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8. Select the Account record you wish to keep by ticking the Checkbox and highlighting that Account
   The Account you select here determines what information will be kept where there is a clash, for example, if the Accounts being merged all have a different Name, following the merge the Name that will be maintained, is the one assigned to your ‘Record to keep’ Account.

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9. Click the ‘OK’ button

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10. This will add the Record to the ‘Record To Keep’ selector

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11. Click the ‘Merge’ button to merge the records

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12. A pop-up will appear asking you to confirm that you want to merge the Selected Accounts, click the ‘Yes’ button to confirm

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13. Your Account records have now been merged

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Choosing a primary Account during a merge

When two Accounts are merged, as much info as possible is kept, e.g. If only one of the Accounts has an email address, this email address will be assigned to the Accounts after the merge.

The reason for the primary selection is that when both Accounts in the merge have an email address, if this email address is different, the Account can’t have both after the merge, so the email address from the primary Account will be remembered.

This table shows an example of which information will be kept about an Account when a merge is completed