Merge Accounts & Account Members

Last Update: September 13th, 2021

Merge accounts when you have two or more accounts for the same household. The merge will combine the personal and financial information from the account you're merging with the account you're keeping.

Delete

Important

These actions cannot be undone.

  1. In the left hand side Navigation bar go to Accounts.
  2. Click Merge Accounts and search for the name of the account to merge. (If duplicate accounts are recognized in system, click link to view duplicate accounts).
  3. Click Add Account to Merge (on the far right of each name) for each account you want to merge.
  4. You may search again for an account with a different name or different spelling
  5. If so, click Add Account to Merge again for each additional account.
  6. Select Keep for the account with the most accurate information.
  7. Click Next.
  8. Choose the members you'd like to keep (members that don't exist in the account you chose to Keep).
  9. Choose the members you want to merge by clicking the Merge radial.
  10. Choose the name of the member you'd like to merge them with from the dropdown.
  11. Click Next.
  12. Select which account member should be the primary billing contact by clicking Select near their name.
  13. You have now merged accounts!

Merging Account Members

Merge members when you have two or more of the same members within an account.

Delete

Important

These actions cannot be undone.

  1. In the left hand side Navigation bar go to Accounts.
  2. Click Merge Members and search for the name of the account the members are in.
  3. Choose the account that you want to merge members by clicking Select Account.
  4. Choose the members you'd like to keep (the most accurate of the duplicates).
  5. Choose the members you want to merge by clicking the Merge radial.
  6. Click Next.
  7. Choose the name of the member you'd like to merge them with from the dropdown.
  8. Click Next.
  9. Review the merge details before committing.
  10. Click Submit.
  11. You have now merged account members!