Merging Duplicate Accounts

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Michaud, Peter

May 20, 2016 12:52

We have numerous duplicate accounts in our system. In attempting to clear up our accounts list, we discovered there is no way to merge the duplicate accounts. Being able to merge duplicate contacts is very useful, and we feel having this function for the accounts will be very helpful as well.

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  Gemma Renfrey May 23, 2016 11:21

  hi Peter,  if your duplicate accounts share the same email address you should be able to merge them?

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  Cabral, Gil May 27, 2016 13:43

  I would echo Peter's suggestion. It would help to have utilities that could assist with optimizing account and contact information.

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  Doughty, Megan August 09, 2016 11:36

  My Main issue is that you cannot do it on the invoices due to the finalise tool which is helpful in issues with invoice but not when needing to merge

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  Booker, Jadie August 10, 2016 10:26

  We also need this as we have duplicate accounts where we cannot merge after invoices have been finalised. 

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  Naomi Smith August 17, 2016 11:41

  This is vital for us as well. I was very surprised that there was not already a process in place to manage this effectively.

   

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  Emma Day August 17, 2016 19:03

  Definitely need this as a function and will be very hard to manage this otherwise.

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  Tom Durham August 25, 2016 11:52

  +1 for this development, but only if it works properly and the merging tool doesn't wipe out various field's data as with the current contact merging tool.

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  Holness, Tom October 12, 2016 09:34

  Would also like this, but to merge individuals properly rather than having to merge the contact then move registrations and any other info in the account section manually.

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  Paola Lockett January 16, 2017 13:54

  This is a MUST tool that needs to be available in Administrate. After importing all Accounts and contacts from another software, there is always cleanup.

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  One Education Events February 24, 2017 17:32

  Please consider this function as we are fairly new to the system and already have duplicates, despite being careful on verification and this is starting to cause issues in reporting or contacts going under one but not the other, making the issues worse.

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  Booker, Jadie April 04, 2017 16:13

  We really need this function, we have so many duplicated accounts at the moment, especially as our customers can book online and input their information ever so slightly different so the system doesnt pick up on it. It can be as simple as ABC Construction Ltd vs ABC Construction Limited and now as the invoices finalise, we are stuck with two accounts. Its causing problems with the integrity of the database. 

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  McCrae, Alison August 24, 2017 06:32

  Absolutely we have had duplicates come in and then it has interfered with the integrations we have running through administrate! or even if we could have an archive option that removes it from active use would be amazing.

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  Gill Bunnell October 25, 2017 15:23

  I agree - this is essential. We have individuals that we merge when they are set up as duplicates, but the account piece is not merging and we end up with an individual account with no contact + an individual account with a contact. We need to be able to merge both components of the individual records. 

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  McCrae, Alison December 01, 2017 04:22

  Absolutely Essential, this needs to be actioned. i love merging individuals but we are in an industry were accounts merge all the time and i need to have the option to either make them inactive or merge them. 

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  Natalie Santer December 01, 2017 10:02

  Definitely need this option, very hard to manage otherwise.

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  Helena Goodwin December 01, 2017 10:02

  Really important that this gets actioned ASAP, causing so many issues in the office with incorrect invoicing - as others have said before we really need to be able to merge in order to keep reports, registrations and the database as concise as possible.

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  Troy Michels December 01, 2017 15:35

  Thanks for the continued feedback, keep it coming!  The activity on this idea has brought this into our planning activities for the beginning of the year, we'll post more when we have more information.  

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  Emily Sandys December 05, 2017 13:28

  We also are looking to merge accounts with the need to keep all events and contacts associated with that account! Would be a great tool to have!

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  Zeph Morgan May 16, 2019 00:29

  Can this be done yet?

   

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  Amelia Foster June 14, 2019 16:13

  We need this too. If people book online, they add their account name slightly differently and then we have a duplicate. Any news on this?

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  Troy Michels June 16, 2019 19:04

  Hi everyone, thanks for your feedback on this.  While we have not yet been able to create a user-facing tool to help with merging accounts, we did recently release new a API call to make merging accounts easier for anyone who is comfortable with a little bit of programming.  You can see the call in the developer portal here:

  https://developer.getadministrate.com/docs/api#AccountMutations

  The mutation is called "merge".  Feel free to try it out yourself or reach out to support if you'd like come guidance on how to do this programatically.  

  This post will remain open until a user tool is released, but this may be an option for some help in the shorter term.  

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