Merge Entities

Once you've merged entities, you can't undo this.

Make sure you're certain about a merge before you proceed.

 

  1. Select System > Tools > Match and Merge (Auto).

  2. In the Entity type drop-down, select the type of entity you want to match and merge.

    You'll only see entity types with potential duplicates.

    Potential matches are grouped together, with a maximum of five groups per page.

  3. For each group:

    1. Select the checkbox of the entity that's unique.

    2. Select the master checkbox.

    3. Select one or more checkboxes as slaves to be merged into the master.

      You don't have to select a master and a slave. You don't need to mark some entities as unique.

      You don't need to select all entities. These will remain after unique entities have been removed from the list and slaves have been merged with the master.

  4. When you've processed a group, select Confirm & Next.

    This will remove the unique entities and merge the slave entities into the master.