> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Merging Duplicate Accounts

> Admins can consolidate duplicate accounts into a single surviving account, moving all activities, people, and history over so nothing is scattered or lost.

## 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.

<Note>
  Account Merge is an **admin-only** tool and is **permanent** — merged accounts
  cannot be un-merged. Review your selection carefully before confirming.
</Note>

## 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.

## 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.

## 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:

| Selection                              | What happens                                                                                                                    |
| :------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------ |
| **No account** has a CRM ID            | You pick the survivor.                                                                                                          |
| **Exactly one** account has a CRM ID   | That CRM account is locked as the survivor automatically.                                                                       |
| **Two or more** accounts have a CRM ID | The merge is **blocked** — reconcile the duplicates in your CRM first, since Statisfy can't decide which CRM record should win. |

## 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'.

## 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.