How to merge two user accounts together

Owned by Patrick Daleen
Feb 25, 2019
1 min read

To merge two user accounts in the CCP, you need to perform following steps:

1) Find the account that you want to remain after the merge (write down the member id). This account will be called the "Surviving account"
2) Find the account that you want to be merged into the surviving account (write down the member id). This account will be called the "Transferring account".
3) Go to a business in the CCP and click on the "CRM" module. Here at the top of the page you will find a button called "Merge Accounts", click on this.
4) Enter in the Transferring Account's member id then select the member, which is going to be found after this operation.
5) Enter in the Surviving Account's member id then select the member, which is going to be found after this operation.
6) Select the items you want to transfer (at least one field is required to be selected) and then click the "Complete" button at the top of the screen.