Entity Merge Tool

Duplicate Company or Contact records can end up being created - for example, where slightly different names have been used for the same Company. This can cause confusion, and skew reporting where Projects are split across multiple records for what should be a single Company or Contact.

The Entity Merge Tool allows you to merge these duplicate records together. Once merged, the record marked as Merge is removed, and any associated Projects or data are consolidated onto the Master record you keep.

To merge duplicate records:

1. Menu > Admin Options > Entity Merge Tool
2. Select the Entity Type (Company or Contact) from the drop-down
3. Use the Filter, or scroll the list, to find the duplicate records
4. Click a record in the left-hand panel to select it, holding Ctrl (Windows/Linux) or Cmd (MacOS) to add further records
   • Click a row in the middle panel to expand its full details below, including contact information, address, and Projects, Quotes and Jobs counts
5. Mark one record as Master (the record to keep) and the other(s) as Merge (the record(s) to be merged into the Master and then removed)
   • Records left unmarked are ignored
   • Selections can be toggled off again by clicking Master or Merge a second time, before the merge is performed
6. Click Perform Merge to complete the merge

Please Note: This tool should be used with caution - once Perform Merge is clicked, the merged records are removed and this cannot be undone.