Merge Contacts

Merge Contacts

Merging Contacts


PLEASE READ & WATCH THE VIDEOS OF THIS ARTICLE THOROUGHLY!


We’ve opened up the ability to merge contacts for everyone using Loft.  However, there are a few things we need to mention before you start to merge your contacts.  Firstly, this action is permanent and if you make a mistake, we unfortunately can’t reverse this for you, so be careful!

Here’s a list of contacts you can freely merge:
Here's a list of contacts you should NEVER merge into each other

  1. Profile contacts into Agent contacts
  2. Profile contacts into Org contacts
  3. Profile contacts into other profile contacts
  4. Org contacts into duplicate org contacts 
  5. Agent contact into their own duplicate contact
  1. Organization contacts into Agent contacts
  2. Agent contacts into OTHER Agent contacts
  3. Agent contacts into any profile or organization contacts
Important! Merging is irreversible and CAN NOT be fixed even by our dev team!

How do I know it's a duplicate?

Search the Brokerage>People's page for the contact and the duplication will show in the search results.
IMPORTANT! Before you merge, open each contact in a separate tab and make sure the Linked Contact field is blank, if not, unlink them.
If profile contacts are coupled to Org contacts (Contact field set as payable to Org), please follow the instructions in the LAST video below of this article.

How to merge contacts

Merging is really simple!  After you’ve identified the contacts you want to merge (maybe 2 or more in a list)

  1. !!IMPORTANT!! Unlink the 'Xero/QuickBooks Online Linked contact' field FIRST for ALL duplicate contacts BEFORE you proceed to merge.
  2. Click on the contact YOU WANT TO KEEP
  3. Head to the 'Account Management' section of the profile YOU WANT TO KEEP
  4. Click the ‘Merge’ button
  5. Search the duplicate name and select the profile, you want to merge INTO the contact YOU WANT TO KEEP, from the dropdown results.
  6. Type the confirmation word and proceed. 
  7. Let the merge run.
  8. If the contact has multiple duplications, you will need to repeat the above steps until no duplicate contacts are displayed in the dropdown results, we also suggest searching possibly misspellings as they would also count as duplicates.
  9. !!IMPORTANT!! After the merge(s) are complete, run a Xero/QuickBooks Online sync from your Accounting's Activity page (click the blue Sync button) in your Xero/QuickBooks Online>Activity page. This will attempt to relink the contact to its respective accounting contact but it not guaranteed. So we suggest you check the contact's 'Linked Xero/QuickBooks Online Linked contact' field to check if linked.
  10. Navigate back to the contact you've done a merge to and check that the contact is correctly linked.
  11. If not correctly linked, relink the contact to its respective contact in Xero/QuickBooks Online contact(s). For correctly contact linking for Xero, read this article https://support.loft47.com/portal/en/kb/articles/xero-sync For correctly contact linking for QuickBooks Online, read this article https://support.loft47.com/portal/en/kb/articles/quickbooks-online-contact-mapping
  12. Re-Run your batch

Watch this short video on merging



Merging Organizations coupled with contacts.

When merging organization contacts that have profile contacts coupled with and payable to the organization contact, you want to make sure you decouple and keep the profile contacts open in another tab to couple them back up to the final merged organization contact.  Please take a few minutes to watch this process here





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