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How Can I Merge Client Accounts?
Updated over 5 months ago

Related Questions:

  • Combine multiple Accounts

  • Automate Account merging

  • How can I merge Accounts?

Procedure:

  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. 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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