Merge Clients in Docket

Merging clients in Docket combines duplicate client records into a single profile without losing service addresses, invoices, or tasks. This helps keep your client list clean and avoids confusion caused by duplicate entries. However, some details will not transfer, so review carefully before merging.

Before You Start

• Depending on your permissions, you may not be able to perform all of the functions listed in this article. Please reach out to your Admin if you require additional access.
• Review the contact information and payment details in the client you plan to keep. Contact and payment information from the removed client will not transfer automatically.
• Confirm which client record you want to keep and which one will be removed. Once a merge is complete, the removed client cannot be restored.

Data That Will Transfer

✔ Service Addresses
✔ Invoices
✔ Tasks

Data That Will Not Transfer

❌ Contacts (Phone numbers, emails, etc.)
❌ Payment Information (Saved cards, billing details, etc.)

Please Note: Before merging, make sure the client you are planning to keep has all relevant contact and payment details saved to avoid data loss.

Merge Clients

1. Click “Clients” towards the top of the left-hand menu.
2. Click "Actions."
3. Click "Merge" in the drop-down.
   
   
    
4. In the menu that appears, search and select the client account you would like to keep. This account will retain all merged data. 
5. Select the client account you would like to remove. This account will be deleted. 
6. Click "Merge."

Important Notes

⚠ Merging is final – You cannot undo a merge. If an error occurs, you must manually recreate the deleted client.
⚠ Clients still appearing separately? Try refreshing the page after merging.

Best Practices

✅ Rename before merging to avoid mistakes

• If two clients have the same name, rename one before merging (e.g., add "REMOVE" or "KEEP" to the client name).
  • How? Go to the Clients page > Select client > Contacts tab > Account Holder section > Update Account Holder name.

✅ Double-check details before merging

• Ensure the client you are keeping has correct contact and payment details before merging to prevent data loss.

By following these steps, you can merge clients efficiently while maintaining accurate records!

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!