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Merge Clients Profiles
Merge Clients Profiles

How to merge client profiles together if multiples are accidentally created

Traffio avatar
Written by Traffio
Updated over 3 weeks ago

If multiple profiles for a client are accidentally created, their information can be merged to ensure all data is consolidated into a single profile, preserving all relevant details in one place.


How To Merge Clients

  1. Navigate to Merge Tools on the sidebar

  2. Click the Merge Clients tab

  3. Select Client To Keep from the drop-down menu

  4. Select Client/s To Merge from the secondary drop-down

  5. Toggle on or off if you want to merge block lists, client files and tag

  6. Click Merge

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