Merge Companies

You can access the Merge Companies feature from the Site Maintenance tab in Settings.

Once you open the merge companies section, you can select the company you want to merge as the first company and the second company is the one you want to keep.

The system will merge all the orders, notes, invoices, and other relevant data from both companies into one record. However, some fields (such as the company name) can only have one value so the system will overwrite it with the name of the second company. Once you have selected the two companies to merge, click the Merge Companies button, and the system will give you a successful message.

You can also merge an Individual Account into a Company. The individual account will be a new contact under the Company and use the email from the Individual Account.