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Merge records

You can merge duplicate records in CRM to combine them into a single record. Related records are assigned to the primary record, and the secondary record is deleted.

Before merging, if you have required or dependent fields that are empty, go to Studio and set their Duplicate Merge value to **Disabled**.

  1. Select the records you wish to merge using the checkboxes to the left in the relevant list view.

  2. From the dropdown above the checkboxes select Merge.

  3. On the resulting screen select the primary record by dragging the bar above the records.

  4. All related records will add to the primary record and none of these will be deleted.

  5. Select the information from the fields of each record you wish to keep using the radio buttons.

  6. Click Save.

📌 **Note:** To merge records, you'll need delete permissions, as merging deletes the secondary record.

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