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How Do I Merge Contacts

Merging archives the duplicate contact and combines its transaction history with another contact you choose to keep. Go to Contacts.

Steps

  1. Go to Contacts.
  2. Select the checkbox beside the contact you want to merge away.
  3. Click "Merge" in the toolbar.
  4. In the "Merge transaction history" dialog, search for and select the contact you want to merge into under "Contact to merge with."
  5. Click "Merge" to confirm. The selected contact is archived, and its history now sits under the contact you kept.

Good to Know

Merging can't be undone from the UI, so double-check you've picked the right contact to merge with before confirming.

Related Articles

  • Why Are Some Contacts Duplicated?
  • How Do I Select Multiple Contacts?
  • What Happens When I Delete a Contact?

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