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How Can I Merge Client Accounts?
Updated over a week ago

Related Questions:

  • Combine multiple Accounts

  • Automate Account merging

  • How can I merge Accounts?

Environment:

Event Temple Web App

Procedure:

  1. Click Accounts in the left-hand sidebar

  2. Select the Account you wish to merge

  3. Click Actions

  4. Select Merge

  5. Select 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

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

Please note, Merging IS A PERMANENT ACTION AND CANNOT BE UNDONE.

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