You can now merge duplicate contacts from imports effortlessly. This feature lets you combine details from both contacts without losing any information. Merging is quick and easy—just follow the steps below to get started!
Merge Contacts
1. Navigate to the Contact List.
Log in to Canopy, navigate to the Clients tab, and select the Contact List tab.
2. Locate the duplicate Contacts in the Contact List.
Scroll through the Contact List or use the search bar to find the duplicate contacts.
3. Click the checkbox to select Contacts.
Select two or more contacts to merge (you can merge up to 10 contacts).
4. Click the Merge Contacts icon.
The Merge Contacts icon is located in the upper right corner.
5. Select a Main Contact, then click Continue.
The email, phone numbers, and addresses from the rest of the contacts will be merged into the main contacts record.
Tip! If multiple contacts have been invited to the client portal using different logins, they cannot be merged. To merge them, you must first unlink all but one of the contacts from the portal invite. Alternatively, all contacts must be invited under the same email. Similarly, if contacts are synced to different QBO accounts, you will need to remove the additional QBO syncs before merging them. For instructions on how to unlink a contact from the client portal, click here!
6. Review merged information, then click Confirm Merge.
The first name, middle name, last name, birthdate, SSN, occupation, and employer have defaulted to the main contact's information.
Once the contacts are merged, you will see a confirmation notification at the bottom of the contact list screen.
