Occasionally, you may have to merge two existing companies in OfficeRnD. This can happen when two companies merge in real life or when you have accidentally created two separate companies in OfficeRnD and need to combine them. Follow the steps below:
Go to Community > Companies.
Find and click on the company record 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 primary company.
Select the secondary 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 secondary company will be merged into the primary company.
The resulting company will keep the primary company's address, name, and billing details (billing name, VAT, registration number).
All members, membership plans, fees, invoices, payment details, bookings, booking credits, passes, and opportunities from the secondary company will be transferred to the primary company.