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How Can I Merge Client Accounts?

Learn how to permanently merge client accounts in Event Temple, including selecting which values to keep and completing the merge safely. Note: this action cannot be undone.

Updated over a week ago

How-To:

  1. Click Accounts in the left-hand sidebar.

  2. Click the name of the account you wish to merge.

  3. Click Actions.

  4. Select Merge.

  5. Choose the account you want to merge from the dropdown.

  6. Click Next.

  7. Use the button selections to choose which values you want to keep.

  8. Click Merge.

  9. The Merged Account column shows the values brought over after merging.


โš  Important

  • Merging is permanent and cannot be undone.

  • Double-check which account values you want to retain before completing the merge

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