Contacts & Smart Lists · 1 min read
Merging Multiple Records
Merging cleans up duplicates by combining several contacts into one master record.
A merge can't be undone, and only admins can merge contacts.
Step 1: Select the contacts
- Go to Contacts.
- Tick the contacts you want to combine. You can merge up to 10 at once.
- Click the Merge icon in the top bar.
Step 2: Choose the master record
Pick the record that will remain. Fields that don't conflict keep the master record's values.
Step 3: Review the fields
- Choose a primary email and phone for the master record. If there's no primary email, set one before you continue.
- For conflicting fields, such as two different addresses, pick the value to keep.
- Courses, community groups, and products are combined from every record automatically.
- Activity, payments, orders, invoices, conversations, and other history move to the master record.
Step 4: Confirm
Check your choices and click Merge. The other records are removed and their data is now on the master record.