Merge Clients

When the same client has two accounts, merge them. Everything moves into the account you keep, and the duplicate is removed.

Overview

This guide shows how to merge two clients and what moves.

Who Can Access

Team members need Merge Clients.

Step-by-Step Guide

1. Open the duplicate

   Open the profile of the account you want to remove, not the one you keep.

2. Choose Merge

   Click ⋮ and choose Merge with Client.

   

3. Pick the account to keep

   Under Move everything into, choose the account that stays. Click Merge Clients.

   

What Moves

• Orders, invoices, payments and subscriptions.
• Tickets and files.
• Live chat threads and team notes.
• The balance, which is added to the kept account’s balance.

The duplicate account is then removed and can no longer sign in.

Frequently Asked Questions