Merging 2 accounts

SOLVE
dadventures
Participant

Hello,

 

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? 

 

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Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @dadventures 

 

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.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @dadventures 

 

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.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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