Video Guide

 

Merging Profiles
 

Important: When you first integrate with an MIS or SIA, this will create duplicate profiles. Please do not delete the duplicate profiles as they will then not be integrated. Instead, follow the steps below to merge the profiles together to retain the information and the integration link.


The good news is that we have a function that you can use to merge these profiles together, retaining the information from both.

To do this you need to go to the Advanced Editor and select exactly two rows. For help with selecting multiple rows, please see our guide on Selecting Multiple Rows.

Right-click on one of the selected rows, and if you have two profiles selected, you'll see the Merge 2 profiles option.

You will then be presented with a dialog confirming the details of the two profiles that will be merged:

 

By default, the left person will be preserved. This means that if there is a value in each field, it will choose the one from this person. The version history will also only be preserved from this person and the other profile will be deleted.

Please Note: This operation currently cannot be undone.

We also merge all of the attributes associated with a profile. So if one of the profiles has been created from an integration such as Groupcall, then this link will be maintained or established in the merged profile.