Account Merge

You can merge two accounts in MonetizeNow, consolidating all related data into a single account. This ensures account data is clean, removing duplicates, and reducing user confusion.

❗️

Account merging cannot be undone. The account that is merged away will be archived and all related data moved to the selected account.

Before you begin

📘

Account merges are notsynced between the CRM and MonetizeNow.
It is recommended to do an account merge in the CRM, then merge those accounts in MonetizeNow.

How to Merge Accounts

1. You can begin the merge process from either the account you want to keep or the account you want to merge away.
2. Click the 3-dot menu in the top right of the page and click 'Merge Account'.
3. Select the account you want to merge this account with, and choose which account you want to keep.
   1. Before completing the merge, you’ll see a detailed list of account data to assist in selecting which account to keep:
      1. All standard and custom fields on the account
      2. A summary of related records for each account
         1. Note: At this time, you cannot choose individual fields to keep. All field values from the selected 'primary' account will be retained.
4. Click 'Merge Account'.
   1. Payment Gateway Selection If both accounts are linked to payment gateway customers, a pop-up window will appear. Select which payment gateway customer should be retained on the account.
      1. The payment gateway customer that is not selected will be unlinked from the account. For more information on what happens when a payment gateway customer is unlinked, see here.

After Merging Accounts

1. The account you selected to merge away is 'archived'.
2. All related data is moved from the archived account to the remaining account.