Merge Accounts

You can merge two accounts to combine information about them. This is helpful when you find duplicate accounts and need to combine the information into a single account. You can merge accounts in one of two ways from the Account Settings page of an account record.

  • Under Links, click Check for Possible Duplicates.

  • Under Tasks, click Merge Role.

    Note: You can only merge accounts with the same role type.

  1. After you select to merge accounts from Check for Possible Duplicates or Merge Role, the Merge screen appears. On this screen details appear for the duplicate account you want to merge into the target account.

    Note: To reverse the order of account merging, under Tasks, click Switch Duplicate and Target.

  2. For each section, such as Account Information or Personas, select to merge, replace, or ignore the conflict.

    Note: Consent field values will be updated whether you select Merge, Replace, or Ignore. Journal entries on the two accounts will be scanned in order of the most recently created and populate the account level Consent fields until they are all populated or there are no more Journal entries.

    • Merge - Select this to append data from the duplicate account to the target account.

      When you merge an individual account into an individual account, the name information for the duplicate account appends on the target account. When you merge an individual account into another family or business account, the name information for the duplicate account removes from the database.

      Tip: Name information for the duplicate account appears in a journal entry note on the target account record.

      When data in other fields includes a drop down menu for you to select one value, the duplicate account value only moves to the target account when its value is blank. If the corresponding target account drop down field contains a value, the duplicate value removes from the database.

    • Replace - Select this to move all values from the duplicate account to the corresponding fields on the target account. When data does not exist in a field for the duplicate account, eTapestry ignores the empty value and the target account value remains in the field.

    • Ignore - Select this to keep the target account values and ignores the duplicate account values.

  3. To merge the accounts, under Tasks, click Save.