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.
Additionally, you can merge duplicate member profiles to maintain data consistency. This process transfers bookings, memberships, and billing references from the duplicate profile to the primary one.
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
Operations > Companies.Click the target company: this is the company you want to keep as the primary company.
Click the cogwheel icon
and select Merge.
In the Merge dialog, open Company and select the Company you want to merge into the target Company.
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.
We recommend merging member profiles first, before merging their associated companies, to ensure data consistency.
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 
Operations > 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.
Can duplicate member profiles be merged?
Can duplicate member profiles be merged?
Yes. Use the merge function to combine duplicate profiles into a single one, transferring all relevant data like bookings and memberships into the primary profile.
Are there any system limitations during merges?
Are there any system limitations during merges?
Admin-company profiles cannot be merged due to existing restrictions. If a duplicate admin-company profile contains no data, consider deleting it.
Additionally, ensure that the source profile does not have active memberships when merging company-linked and individual profiles.
What are the best practices for a successful merge?
What are the best practices for a successful merge?
Plan ahead: Define the primary profile before merging.
Verify data: Confirm identities and avoid merging different individuals.
Review all data relationships: Carefully review before completing merges.
Follow this order: Always merge member profiles first, then merge associated companies.