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Overview

Over time you may find the same company appearing as more than one account — for example a CRM-synced account plus auto-created accounts from emails or meetings. Account Merge lets you combine these duplicates into one survivor account. All activities, people, opportunities, summaries, and history from the other accounts are re-pointed to the survivor, and the duplicates are removed.
Account Merge is an admin-only tool and is permanent — merged accounts cannot be un-merged. Review your selection carefully before confirming.

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Opening the Accounts tab

Go to Settings → Accounts. The grid lists every account in your workspace with its Customer name, Domains, Type, CRM ID, and Total Activities. The list is searchable and paginated, so it works even on workspaces with millions of accounts. Use the search box to find duplicates by name, domain, or CRM ID. Click any sortable column header to reorder.

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Merging duplicates

  1. Search for the duplicate (e.g. type the company name or domain).
  2. Select 2 or more accounts using the checkboxes.
  3. Click Merge selected.
  4. In the dialog, choose the survivor — the account everything else merges into — then confirm.
When the merge completes, the duplicates disappear from the list and all of their data now lives on the survivor.

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How the survivor is chosen (CRM accounts)

An account synced from your CRM carries a CRM ID. Because your CRM is the system of record for those accounts, the survivor is decided as follows:
SelectionWhat happens
No account has a CRM IDYou pick the survivor.
Exactly one account has a CRM IDThat CRM account is locked as the survivor automatically.
Two or more accounts have a CRM IDThe merge is blocked — reconcile the duplicates in your CRM first, since Statisfy can’t decide which CRM record should win.

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What gets moved

Everything tied to the merged accounts moves to the survivor, including:
  • Activities (meetings, emails, support tickets, Slack, etc.)
  • People and contacts
  • Opportunities, tasks, and projects
  • Summaries, memory, and account history
The survivor also absorbs useful details it was missing (for example a domain or account type), and its list of domains is combined with the duplicates’.

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Good to know

  • Soft-deleted accounts (Type = Deleted) are hidden from the list.
  • Total Activities shows how many activities each account has — a quick way to tell which duplicate is the “real” one.
  • The merge runs in the background; the merged-away accounts drop off the list once it finishes.
  • Every merge is recorded for audit, including who performed it.
If you’re unsure which account should survive, pick the one with the most activities and the correct CRM ID.