This section in Traffio allows you to merge different types of records, including Clients, Projects, Resources, and more. This is useful when duplicate entries have been created and need to be consolidated into a single, accurate record. You can also demerge records if needed.
How to Merge Clients
Navigate to Merge Tools on the sidebar
Select the Merge Clients tab
Select a Client To Keep from the drop-down menu
Select Client/s To Merge from the secondary drop-down
Toggle on or off if you want to merge block lists, client files, and tags
Click Merge
Previously merged Clients will show at the bottom of the page, allowing you to open the merged Client and Unmerge
How to Merge Projects
Navigate to Merge Tools on the sidebar
Select the Merge Projects tab
Select the Client you want to merge Projects for
Select the Project you want to keep from the dropdown menu
Select the Project(s) you want to merge from the dropdown menu
Toggle off the Project Data you don't want to merge
Click Merge
Previously merged Projects will show at the bottom of the page, allowing you to open the merged Project and Unmerge
How to Merge Everything
This folder is where you can merge many different types of data.
Examples of data that can be merged are: Assets, Document types, Skills, Inductions, Categories, Resources, Item Classifications, Tags, Task Types and more.
Navigate to Merge Tools on the sidebar
Select the Merge Everything tab
Select the type of data to merge from the dropdown field (compulsory)
Enter the reason for merging (optional)
Choose Items by ID to keep (optional)
Choose Items to keep
Choose the Items you want to merge
Click Merge
Merge Records
This folder records all merge history from the Merge Everything folder and is where you can Demerge any data items that were not meant to be merged.
Navigate to Merge Tools on the sidebar
Select the Merge Records tab
Open the Merge Type record to view Merge history
If the items need to be Demerged, you can do so from the Merge History page.
