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Merging Account Records

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Nik Schultz
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Duplicate records sometimes happen. It is important to rectify them quickly, though, and not lose any information in the process. SharpSpring allows you to merge records and choose the fields you need to preserve. This article will detail how to merge account records.

The following user roles can merge account records:  

  • Administrators
  • Company Managers
  • Sales Managers

Accounts are accessed through the  NavSales.png  toolbar.


Article Contents


Merging Records

To merge accounts, do the following:

  1. In SharpSpring's top toolbar, click Accounts.
  2. Click the name of the main account that will be merged.
  3. In the account page, click 
    cog.png  Options > Merge Account.
  4. In the pop-up window that appears, type the name of the desired secondary account to merge with this account.
  5. Select the desired account.
  6. Click Configure Merge Settings.
  7. Click the checkboxes of the fields that you want to keep for each account:

       •   The fields being kept in the merged
            account are highlighted in green.

       •   The fields in the left are from the
            main account. 

       •   The fields on the right are from the
            secondary account.
  8. Click Merge Accounts.
  9. Type CONFIRM.
  10. Click Merge Accounts. 
  


Click to enlarge.
Note: When selecting fields to merge between the main and secondary accounts, the fields that are not kept will be discarded.
 


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