Merging Records in Novi
1. Find the Members You Want to Merge
- The search box is a helpful tool for locating the two records you'd like to merge.
- Inside the member data, check the records that you'd like to merge.
2. Merge
- Inside of batch actions, select "Merge records."
- Only two records can be merged at a time. To merge more than two member records, simply repeat the merge process multiple times.
3. Determine "Winning" & "Losing" Data
- Pressing "Merge records" will open up the modal below.
- Choose which data you want to keep from Record One and which you want to keep from Record Two.
- When merging two "person" records, don't forget to keep the correct User Account so the person can continue to login to the site.
- Click the "Merge Records" button to save, and the records are merged.
NOTE: If any staff members you are moving over were the primary/billing contact on a record, you'll have to give them that access again once the merge is complete.
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Troubleshooting:
Companies vs. People
Only records of the same "Company" or "Person" status can be merged. If you are attempting to merge a company record and a person record, you will notice that the system will prevent this by gray-ing out the merge button.
To update this, simply change the record that should actually be a person or company by going to the record > Settings > click "This customer is actually a company (or person)" and the record will automatically update. You will then be able to proceed with the merge.
Parent/Child Relationship
If one record is the parent of the other, an error will occur during the merge. In this case, remove the parent relationship and try the merge again.
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When to Merge Records in QuickBooks
In certain circumstances, merges must be initiated within QuickBooks:
- When both companies have deposits and/or sales receipts associated with them.
- When books are closed, limiting Novi's access to them.