How do I merge duplicate accounts?

Last updated: April 18, 2025

Merging duplicate accounts can help maintain a clean and organized customer database. However, there are some important considerations to keep in mind when attempting to merge accounts.

Steps to Merge Accounts

  1. Navigate to the settings tab on a specific Account's page.

  2. Click on the "Merge" option.

  3. In the merge dialog, enter the name or ID of the duplicate account you want to merge.

  4. Review the warning message and click "Merge" if you're sure you want to proceed.

If merged accounts have linked Slack channels

  • Slack channels from merged accounts will be added to new combined account

Note: Merging accounts cannot be undone. Always double-check before confirming a merge operation.