Merge Contacts

Merge Contacts

Merging Contacts


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:


Profile contacts into Agent contacts

Profile contacts into Org contacts

Profile contacts into other profile contacts

Org contacts into duplicate org contacts 


Important! PLEASE DO NOT MERGE Org contacts into agent contacts or vice versa!



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)

Click on the contact YOU WANT TO KEEP
  1. Head to the account management section of that profile
  2. Click the ‘Merge’ button
  3. Search and select the profile you want to merge INTO the contact
  4. Type the confirmation word and proceed. 
  5. Let the merge run, rinse and repeat until one contact remains
  6. Link the remaining contact correctly to its respective contact in Xero/Quickbooks
  7. Try your batch again

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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