How to Merge Entry

Merging is used to combine duplicate or related entries into a single, accurate record while keeping important information intact. This helps prevent confusion, maintain data consistency, and ensure all relevant details are in one place.

Watch the guided demo below to merge entries.

You can also follow the same steps using the written guide below.

🚧
Note
After merging, the Incoming entry’s field values will be combined into the To Keep entry, and the Incoming entry will be deleted.

Go to the entry you want to merge, click the three dots button, and select "Merge".
Find the matching entry by searching for a name, email, or other field.
The "To Keep" entry is the main record that will remain, while the "Incoming" entry will be merged into it.
You can swap the "To Keep" and "Incoming" entries by clicking the "Swap" button.
Review and resolve any conflicting fields. A conflict occurs when the two entries have different values in the same field. Choose which value you want to keep.
Click "Show all" to see all fields.
If you want to undo any changes you’ve made, click "Reset".
For associated entries, tick the left checkbox to keep them linked or untick it to discard them. Tick the right checkbox to merge them or untick it to unlink them.
Click the "Merge" button to complete the process.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.