Merge Companies

This walkthrough demonstrates how to merge duplicate company records in our address book. Select two companies, choose which one will be the survivor, review and resolve data conflicts, and confirm the final merge. The result is a single consolidated company record with all linked data properly reassigned and no information lost.

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Clean Up Duplicate Companies in Minutes

Here is how to merge two company records so every linked record points to the right place — no lost data, no loose ends.

Kick off the merge process by opening the company merge tool.

Choose the two companies and compare their information to make sure you have the right records.

Use the Swap button to change the direction of the merge.

Click Choose Values to go to Step 2, where you select which values to keep and which to override.

Head over to step 3, read the notifications, and confirm your decision.