How to Merge Companies

How to Merge Companies


This article will show you how to merge two or more companies into a single listing. Doing so will attach company information, including their linked customers, to the desired listing and delete the previously existing record(s).


  1. Click Customers.
  2. Click Manage Companies.
  3. Click Companies.
  1. You will be redirected to the Company list screen.
  1. Select the company you want to merge by Clicking their Check Box. See image below:




  1. At the bottom of the screen, Click Actions.
  1. Select Merge.
  2. Note the selected company listing will be deleted when merged leaving only the desired record behind.
  1. The search company pop-up window will appear. See image below:




  1. In the search box, search for the company you want your selected account to be merged into. This is the record that will be left after the process is complete.
  2. Click Confirm.
  3. The screen will refresh and the company, or companies, will be merged into your desired listing.




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