Published at: 2026-09-17
Merge accounts
Overview
When the same Account has multiple records, a CRM administrator can merge them. This reduces the impact of duplicate data on follow-up, analysis, and collaboration.
Before you begin
Before you begin - You need the permissions required to manage and merge Accounts. - Confirm that the records represent the same Account. - Verify the Account Name, Unified Social Credit Identifier, contact information, and other identifying information.
Merge Accounts
- Go to CRM Management > All Accounts.
- Find and verify the duplicate records.
- Select the Accounts and start the merge action.
- Select the Account record and field values to retain.
- Review the merge preview or confirmation information.
- Submit the merge.
Account Quantity limits, field handling, and the related data Processing Result depend on the page instructions and your configuration.
Check before merging
Review the following information before you merge Accounts:
| Item | What to check |
|---|---|
| Account identity | The Account Name, Unified Social Credit Identifier, and other information identify the same entity |
| Account information | Which record contains the most complete and current information |
| Owner and team | Who owns the merged Account and whether the Related Teams reflect actual collaboration |
| Related business data | Whether Contacts, Opportunities, Contracts, Orders, and other related records must be retained |
| Account status | Whether either record is under approval, locked, or otherwise restricted |
If you cannot confirm that the records represent the same Account, stop and consult the Account owner.
Verify the result
- Search for the merged Account in All Accounts.
- Confirm that the retained record contains the correct information.
- Check the owner, related team, and visible related records.
- Confirm that the duplicate Account records no longer appear.
If the result is unexpected, stop further work and ask your system administrator to review the merge record and configuration.