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
- Sales Managers
Article Contents
Merging Records
To merge accounts, do the following:
- In SharpSpring's top toolbar, click
Sales > Accounts.
- Click the name of the main account that will be merged.
- In the account page, click
 Options > Merge Account.
- In the pop-up window that appears, type the name of the desired secondary account to merge with this account.
- Select the desired account.
- Click Configure Merge Settings.
- 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.
- Click Merge Accounts.
- Type CONFIRM.
- Click Merge Accounts.
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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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