When merging two companies in the system, certain data fields are transferred (merged) from the unselected company into the selected company, while others are not merged and remain exclusive to the selected company or are permanently removed.
This article outlines exactly what happens to each type of data during a company merge.
1. Data from the Unselected Company That Is Merged into the Selected Company
When two companies are merged, the following data from the unselected company is automatically moved or transferred to the selected company:
Data Field | Behavior During Merge |
Contacts | All contacts are moved to the selected company. |
Company Domains | The unselected company’s domains are transferred to the selected company. |
Opportunities | All opportunities linked to the unselected (“from”) company are moved to the selected (“into”) company. |
Company Record | The unselected company is archived after the merge process is completed. |
2. Data from the Unselected Company That Is Not Merged into the Selected Company
The following data fields remain exclusive to the selected company and are not transferred from the unselected company during a merge. In some cases, data from the unselected company is permanently deleted.
Fields That Are Not Merged (Selected Company Retains Its Own)
Data Field | Behavior During Merge |
Company Type | The selected company keeps its own company type. |
Relationship Partners | Only the selected company’s relationship partners are retained. |
Key Contacts | Only the selected company’s key contacts are preserved. |
Office Locations | The selected company’s locations remain; unselected company’s locations are not merged. |
Company Hierarchy | The hierarchy structure of the selected company is preserved. |
Internal Industries | Only the selected company’s industries are kept. |
Notes | Permanently removed when the unselected company is archived. |
Tasks | Permanently removed when the unselected company is archived. |
Documents | Permanently removed when the unselected company is archived. |
Client ID and Group ID | Permanently removed when the unselected company is archived. |
Merged Data: Contacts, Domains, Opportunities
Not Merged Data: Company Type, Relationship Partners, Key Contacts, Office Locations, Hierarchy, Industries Notes, Tasks, Documents, Client ID & Group ID