How to Manually Merge Client Records

In this article, you will learn how to manually merge client records in Pabau.

This feature lets you search for and select specific client records to merge, giving you more control and accuracy over your data. By manually merging records, you can eliminate duplicates and keep your database cleaner and more organized, ultimately improving data management and system efficiency.

Step 1: Access the Clients Page

To initiate the merging process, start by logging into your Pabau account. Once logged in, click on "Clients" in the left sidebar menu, then click on "Clients" again to access the client management interface.

Step 2: Access the Merge Clients Feature

After accessing the client management interface, locate the three dots icon positioned between the search bar and the "Create Client" button in the top right corner. Click on this icon to reveal the "Merge Clients" option and click on it.

Step 3: Access the Manual Merge Option

Upon selecting "Merge Clients," you will be redirected to the "Manage Duplicates" page, where a list of duplicate client records will be displayed. To proceed with the manual merge, click the "Manual Merge" button located in the top right corner.

Step 4: Review Duplicate Client Records

Once you access the Manual Merge option, you will see two input fields labeled [a] and [b]. In each field, you can search for a client by their first name, last name, or client ID. After entering the details, you will need to select which record you want to keep by clicking on it. The chosen record will be highlighted with a blue border.

When both fields are filled and the records are selected, the "Merge" button will turn blue, allowing you to merge the records.

Understand the Merging Process and Make a Decision

Beneath the duplicate client records, you will find information outlining the consequences of merging two clients. This includes actions such as:

• Merging is permanent and cannot be undone.
• The final client record adopts the email of the contact you decide to keep as its primary email address.
• Timeline activity (such as appointments and completed medical forms) for both contact records will be available in the final record.
• The most recent value for each field in the client cards of the contacts will be used in the final record.
• The secondary contact will be unenrolled from all workflows, such as appointment confirmations and reminders and automations.
• If the primary contact inherits a property from the secondary contact that was previously included in certain automations, the primary contact may become part of new automations.
  
  

The following information will also be migrated to the contact you decide to keep:

• Client relationships are migrated to the final record.
• Client cases are migrated to the final record.
• Client invoices are migrated to the final record.

Step 5: Confirm the Merge

Once you’re sure about merging the records, click on "Merge." The record not selected as the final one will automatically be marked as inactive.

By following these steps, you can successfully merge client records, ensuring a more organized and accurate database.