Summary

If you have duplicate owner accounts, you can merge them. Merging can also help when two customers marry or share custody of an animal. Decide carefully which account information to keep.

Before You Begin

Warning: You merge owner accounts at your own risk. You cannot undo a merge.

Gingr merges this information:

• Animal reservations.
• Owner invoices, packages, deposits, files, campaigns, and employee notes.

Gingr does not merge this information:

• Owner rates: Gingr does not transfer them. The rates on the second record stay after the merge.
• Store credit: Gingr does not combine it. The store credit on the second record stays. Gingr removes any store credit on the first record.
• Agreements: You must delete and re-sign agreements after a merge.
• Owner form information: Gingr does not combine it. The account you merge into keeps its information. The account you merge from loses its information. Record anything you need from that account before you merge. This includes emails, phone numbers, emergency contacts, credit cards on file, and other forms.

You also need to prepare before you merge:

• The animal names must match on both owner accounts. This includes deactivated animals. You may need to create a "dummy" pet with a matching name. For example, Jane Doe has two accounts. One has a dog named Lucy and the other has a dog named Buddy. Create Lucy on the account with Buddy, and Buddy on the account with Lucy. The names must match exactly.
• If the two owner records have the same name, rename the record you want to remove. For example, rename the first Jane Doe record to "Jane Doe - REMOVE." This helps you pick them in the right order.
• Use each owner's ID number to search, instead of the name.

Steps

1. Go to Left-hand Navigation: Admin » System and Data » Merge Data.
2. Find the Merge Owners section.
3. Select the owner for Merge This Owner. This is the account that goes away.
4. Select the owner for Into This Owner. This is the account that stays as the merged record.

   

5. Select Merge Owners. If the merge works, a success message shows in the top right corner of the app.

   

If Something Goes Wrong

Tip: If a merged owner or pet name still shows in search, rebuild your search index.

Related Articles

• Backup Your Database How-To
• Merge Duplicate Animals How-To
• Rebuild Search Index How-To