Merging 2 accountsSOLVE
Jul 31, 2020 4:22 PM
Our company currently has 2 accounts and we're looking to merge them together. 1) How would i go about this? and 2) Is there a way to still have a separation of the contacts after merging the accounts?
Solved! Go to Solution.
Jul 31, 2020 5:13 PM
Megring two accounts requries you to combine the data from the portals on one of them. The suitable methods for migrating that information depends on what information you have, what you want to keep, and what you are happy to leave behind.
Exporting and imported data via spreadsheet lets you migrate the basic objects (contacts, companies, deals), and, with a bit manipulation in Excel, assoicate them in the destination portal.
If you have and what to keep tasks, notes, etc, Trujay's self service tool is a good way to go.
If you have marketing engagements that you want to keep, Trujay also have a premium service that can migrate these over.
Hope this helps.