Overview
Merging clients in Socket allows you to combine duplicate client records into a single, primary client. When clients are merged, all information is brought into one client record to keep everything in one place. This is useful if duplicates have been created manually, through a CRM sync, or if a client name was entered incorrectly and needs consolidating.
⚠️ Before You Start
Client merges are permanent and cannot be undone.
The client record you start from will become the primary client.
All proposals and client information from the other client will be merged into this primary client.
Closed clients can also be merged.
How to Merge Clients
Step 1: Open the Primary Client Record
Navigate to the client you want to keep as the main record. This client will become the primary client once the merge is complete.
Step 2: Open the Merge Clients Option
Within the client record, click the three dots menu in the top right. Then Select 'Merge Clients'.
Step 3: Select the Client to Merge
Choose the client record you want to merge into the primary client. This can be an active or closed client.
Step 4: Confirm the Merge
Review the details carefully and then confirm the merge to proceed.
Once confirmed:
All proposals and client information are moved into the primary client.
The secondary client record is permanently removed.
What Happens During a Merge
All proposals and related client data are consolidated into the primary client.
The duplicate client record is deleted.
The merge cannot be reversed.
Common Use Cases
Removing duplicate clients created by mistake.
Consolidating CRM-synced duplicates.
Correcting client records where naming or setup was incorrect.