Merge organisations

To successfully merge organisations, the following conditions must be met:

  • Organisations cannot have matching types, for example they cannot be both of the Employer type.
Description

The following data is copied according to the following methods:

  • Fields (Click here for a description of the method per field).
  • A type of a source is only copied if the type does not appear in the target. If the type is present in both, the whole merge action is cancelled. In this case you could consider first merging the types (Merge purchase contacts, Merge sales contacts).
  • A contact person that does not exist in the target for an organisation, is transferred from the source. A person can be a person in multiple organisations.
  • All address changes in the source are transferred to the target if the same combination of date and address does not yet exist in the target.
  • All dossier items are transferred from the source organisation to the target organisation.
  • If a telecommunication type is not present in the source but is present in the target then the communication data is transferred.
  • For the other contact data (e.g. departments), if the combination of organisation and extra address data does not match, then the data is transferred.
  • If a bank/giro account number is not present in the target, it is transferred.
  • If, during the merge, a comment is transferred from the source then this is placed after the comments in the target, preceded by Remark.
  • Relationships that are not present in the target are also transferred.
Procedure
  • Merge organisations

    For the merge, the target is leading if the same data (e.g. name and work phone number) have been entered in both the source and the target. All underlying data and links will be transferred to the target if they do not exist in the target yet.

Also see
Merge organisations

For the merge, the target is leading if the same data (e.g. name and work phone number) have been entered in both the source and the target. All underlying data and links will be transferred to the target if they do not exist in the target yet.

For the merge, the target is leading if the same data (e.g. name and work phone number) have been entered in both the source and the target. All underlying data and links will be transferred to the target if they do not exist in the target yet.

To merge:

  1. Go to: CRM / Organisation/person / Merge.
  2. Click on: New.
  3. Select the source.
  4. Select the target.
  5. Select the merge method:
    • D: Direct merge: if you want to merge one source and one target then it is best to select this option.
    • L: Add to list, merge later: select this if you want to merge large quantities of data. You can then run the action in the evening. If you select this option, you select the lines to merge when you are ready to start merging and then click on the Merge action. The organisations and persons are then merged.
  6. Click on: Finish.

    If you selected 'Direct merge' just now, the source and the target are now merged. If errors are detected, a message is displayed. Resolve the errors and start the 'Merge' again.

    If you selected the 'Add to list, merge later' check box, you now see a new line in the view that shows the selected source and target.

  7. Click on: New.

    You can now add more lines.

  8. Select the lines.
  9. Click on the action: Merge.

    A message is displayed. If you selected a lot of lines, the merge may take some time.

  10. Click on: OK.
Merge directly

Select the Merge immediately option if you want to merge one source and one target.

To merge organisations directly:

  1. Go to: CRM / Organisation/person / Merge.
  2. Click on: New.
  3. Select a value for Source.
  4. Select a value for Target.
  5. Select Merge immediately for Merge.
  6. Click on: Finish.

A message appears if any errors are detected. Correct the errors and restart the merge.

Add to list, merge later

Note:

If you selected a lot of lines, the merge may take some time. We recommend you run this action in the evening.

Select the Add to list, merge later option if you want to merge large quantities of data. If you really want to merge the data, select the lines you want to merge and start the Merge action. The organisations and persons are now merged.

Add data to list, and merge later:

  1. Go to: CRM / Organisation/person / Merge.
  2. Click on: New.
  3. Select a value for Source.
  4. Select a value for Target.
  5. Select Add to list, merge later for Merge.
  6. Click on: Finish.

    In the view you now see a new line with the selected source and target.

  7. Click on: New.

    You can now add more lines.

  8. If you are ready, select the lines.
  9. Click on the action: Merge.
  10. Click on Yes in the message.
  11. Click on: OK.

    The data is now merged.