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3.7 Merging Client Accounts

How to merge multiple client accounts

Updated over 11 months ago

Occasionally you might find that there are reasons why you'd like to merge multiple account. Lupa has a practical tool for merging accounts so that you won't need to manually add information from one to the other. This guide will explain how to do a client merge.

  1. Choose the account you would like to merge into another account

Go to the client view, and choose the account. In this example we would like to merge Benjamin Button's account into the account of Bruce Hend.

2. Edit the account you would like to merge

On the page of the account go to edit.

3. Scroll down to the merge client option on the page

At the bottom of the client's page there's a button labeled 'Merge Client'

4. Choose the client you would like to merge the current page into

In this example we've chosen to merge the account of Benjamin Button into the account Bruce Hend. Please be aware that it's not possible to restore a client after you merge it with another.

5. Check that the details were merged successfully

Make sure that pets were merged from one account into the other.

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