If you have multiple owner accounts that are duplicates, you might consider merging the accounts. This may also be helpful when two different clients marry or take joint custody of an animal. You will need to carefully consider which account information should be retained and/or combined.
The following information will be merged:
- Animal Reservations are combined
- Owner invoices, packages, deposits, files, campaigns, and employee notes will be combined
The following information will not be merged:
- Owner Rates are not transferred. Whatever rates exist on the second record will remain after the merge.
- Store credit is not combined. Whatever store credit exists on the second record will remain after the merge. Any store credit on the first record will be removed.
- Agreements will need to be deleted/resigned when a merge takes place.
- Owner Form Information is not combined. Whatever information is plugged into the account you merge into will remain and the account you merge from will lose its information. Please take a moment to manually record any information you need to retain from the account you merge from. For example, emails, phone numbers, emergency contacts, credit cards on file, and other forms will only retain the information for the account you merge into.
Before You Begin
Warning: Merging owner accounts is done at your own risk as it cannot be undone.
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For the merge to complete, the animal names must match on both owner accounts. Even deactivated ones must match. You may need to create a "dummy" pet account with matching names in order to get the two owner profiles to match.
- For example, let's say Jane Doe has two accounts: one account has a dog named Lucy and the other has a dog named Buddy. You will have to recreate Lucy on the account with Buddy and Buddy on the account with Lucy. The animals' names must match exactly on both accounts.
- For example, let's say Jane Doe has two accounts: one account has a dog named Lucy and the other has a dog named Buddy. You will have to recreate Lucy on the account with Buddy and Buddy on the account with Lucy. The animals' names must match exactly on both accounts.
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If the owner records you're merging have exactly the same name, consider modifying the name of the record you want to remove. This can help you be sure to select them in the correct order.
- You can rename the first Jane Doe record to "Jane Doe - REMOVE" to help keep track of which owner record you want to remove.
- You can rename the first Jane Doe record to "Jane Doe - REMOVE" to help keep track of which owner record you want to remove.
- It can be helpful to pay attention to the ID number of each owner and search using that rather than the name.
Merge Owner Accounts
- Navigate to Left-hand Navigation: Admin » System and Data » Merge Data.
- Locate the Merge Owners section.
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Select the records to merge.
- Merge This Owner: The first owner you choose will be the one that goes away.
- Into This Owner: The second one will remain as the merged record.
- Merge This Owner: The first owner you choose will be the one that goes away.
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Select Merge Owners. If the owner records are merged successfully, you will get a success notification on the top right corner of the app.
Tip: If an owner or pet name that has previously been merged is still showing in search, you may need to Rebuild Your Search Index.
Related Resources
- Backup Your Database How-To
- Open Your Database Backup How-To
- Backup Your Files How-To
- Data Import Options Reference
- Clear Local Storage How-To
- Clear Test Data How-To
- Merge Duplicate Animals How-To
- Merge Duplicate Veterinarians How-To
- Merge Duplicate Breeds How-To
- Rebuild Search Index How-To
- Rebuild the Animal Immunizations Index How-To
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