Select the Merge Clients tab from the top toolbar.

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.

Select the Merge Projects tab from the top toolbar.

Select the Client you want to merge projects for.

Select the Client Project you want to keep from the dropdown menu.

Select the Client Project(s) you want to merge from the dropdown menu.

Toggle off the Project data you don't want to merge.

Click Merge.

Select the Merge Everything tab from the top toolbar.

Select the type of data you want to merge from the dropdown field. (compulsory)

Enter the reason for merging. (optional)

Choose Items by ID to keep. (optional)

Choose Items to merge. (optional) Or,

Choose the Item you want to keep from the Item list that appears just under 'Chosen Items'.

Choose the Items you want to merge into the Item you want to keep. Or

Create an Item and merge older items into your new Item created.

Click Merge

Select the Merge Records from the top toolbar.

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.