Accounts: merging accounts

Completed

Carole Rooke

July 11, 2023 10:19

When we end up with duplicate accounts in our CRM, I'd like to be able to merge the duplicates into one of the accounts that I choose to keep.

The main reason is that merging accounts is only possible via your GraphQL API at the moment, and there is no user interface to do this easily.

3

• Official comment

  

  Gilles Benyon-Bell

  October 10, 2023 15:58

  Hi everyone,

  Are you aware that you can merge accounts using our GraphQL API?

  We have a support doc here that explains the process and if you run into any difficulties, please let us know.

  Thanks
• 

  Matt Taylor

  July 24, 2023 13:03

  I've been asking for this functionality for a long while too - would be great to not have to rely on GraphQL for this.

  2
• 

  Alix Norte

  August 15, 2023 16:34

  Ditto - adding a merge button to contacts and accounts directly from CRM rather than going through the potential duplicates list would be great. It's really tedious to do it the way it's set up right now.

  0
• 

  Matt Taylor

  October 11, 2023 13:16

  Hi Gilles Benyon-Bell - my account manager has shared this guidance with me recently, though I haven't had a chance to dive-in yet. Would still love an option within the UI at some point: GraphQL is a little intimidating as someone who doesn't know code.

  0

Please sign in to leave a comment.