You may wish to merge companies, perhaps because of mergers, acquisitions, or simply duplicate entries. To find and merge many duplicates at once, see How to deduplicate your data.
One company becomes the primary company and the other becomes the secondary company. All contacts, activities, appointments, opportunities, orders, documents, relations and emails from the secondary company move to the primary company. The secondary company's contact details, like addresses and phone numbers, are not transferred. Moved contacts keep their current email addresses, which you can update after the merge.
How to merge one company into another:
- Click Sales & CRM → Companies & contacts:
- Open the company you'd like to be the primary company
- Click Create → Merge companies. You need edit rights on the company to see this option:
- Choose the secondary company to merge into the primary company, and click Move data to:
- That's it!
How to merge business data from sources such as Bisnode or Company Data Hub