In OfficeRnD Flex, merging companies helps you consolidate duplicate entries or reflect real-world company mergers in your system. The merge process transfers all associated data (members, memberships, invoices, fees, and bookings) from the source company into the target one, ensuring nothing is lost during the transition.
By the end of the article, you will be able to merge company profiles safely, understand how data is handled, and maintain clean and accurate records across your workspace.
Merge Companies
To merge two Companies, follow these steps:
Go to Community > Companies.
Click the target company: this is the company you want to keep as the primary company.
Click Edit Details and select Merge.
In the Merge dialog, open Company and search for the Company you want to merge into the target Company.
Select the source Company and click Merge.
What happens to the data after merging companies?
When merging Companies, the following will happen to the data from your Company profiles:
The source Company will be merged into the target Company.
The resulting Company will keep the target Company's address, name, and billing details (billing name, VAT, registration number).
All Members, membership plans, fees, invoices, payment details, bookings, Booking Credits, Day Passes, and Opportunities from the source Company will be transferred to the target Company.
FAQ: Merging companies in OfficeRnD Flex
How do I merge two companies in OfficeRnD Flex?
How do I merge two companies in OfficeRnD Flex?
Go to Community > Companies, open the company you want to keep, click Edit Details, and select Merge. Choose the company to merge from the dropdown, then click Merge to confirm.
What happens to the source company after merging?
What happens to the source company after merging?
The source company is removed from the system, and all its members, data, and billing history are transferred to the target company.
Which company details are kept after a merge?
Which company details are kept after a merge?
The new company will keep the name, address, and billing details of the target company.
What data is transferred from the source company?
What data is transferred from the source company?
The following data is moved to the target company:
Members
Memberships
One-off fees
Invoices and payments
Bookings
Booking Credits and Day Passes
Opportunities
Can I undo a company merge?
Can I undo a company merge?
No. Merging companies is a permanent action and cannot be reversed. Double-check your selection before completing the merge.
What happens if both companies have different billing details?
What happens if both companies have different billing details?
Only the billing information from the target company is retained after the merge.
Will the members from the source company appear in the new merged company?
Will the members from the source company appear in the new merged company?
Yes. All members from the source company are reassigned to the target company.