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Contact Merge

This guide explains how to merge duplicate contacts in SendSquared, combining their information and communication history into a single profile.

Contact Merge

Setting Up Permissions​

Merging contacts is permission-based and requires specific access rights:

  1. An agent admin must enable this permission in:

    Global Settings → User/Agent Settings

  2. After permissions are set, you must log out and log back in for the changes to take effect.

  3. Once permissions are active, you'll see the "Contact Merge" option under the Audience menu.

The Merging Process​

Selecting Contacts to Merge​

  1. Navigate to Audience → Contact Merge

  2. Find the first contact by clicking Change Primary Contact

    • This will be the main contact that remains after merging
    • Search for and select the desired contact

  3. Find the second contact by clicking Change Secondary Contact

    • This contact's information will be merged into the primary contact
    • Search for and select the desired contact

Selecting Fields to Merge​

  1. Review all available fields from both contacts:

    • First Name
    • Last Name
    • Email
    • Mobile Phone
    • Home Phone
    • Address
    • Address 2
    • City
    • State
    • Postal Code

  2. For each field, select which contact's information you want to keep

    • You must select values for all fields, including blank ones
    • Use the selection buttons to choose between primary and secondary contact information

Completing the Merge​

  1. After selecting all fields, click the Merge button

  2. The merging process may take several minutes, depending on how much communication history is associated with each profile

  3. When complete, the two contacts will be combined into one profile

What Gets Merged​

When contacts are merged, the following information is consolidated:

  • Contact information (name, email, phone, address)
  • Reservation history
  • Communication history
  • Tags
  • Lead information
  • Any other associated data

Important Notes​

  • The merge process cannot be undone, so verify your selections before confirming
  • All communication history from both contacts will be preserved and linked to the merged contact
  • The secondary contact will no longer exist as a separate entry in your database
  • If both contacts have different email addresses or phone numbers, be sure to select which one should be the primary contact method

Best Practices​

  • Before merging, verify that the contacts are truly duplicates
  • Consider which contact has the most current and accurate information
  • When in doubt about which information to keep, prefer the most recently updated data
  • For contacts with extensive history, allow extra time for the merge to complete