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Merging Company Records

Related products:Freshdesk
  • October 10, 2015
  • 46 replies
  • 188 views

Ok now that requestors can be merged :) thanks for that


I have a new challenge. How do I merge duplicate Companies?

46 replies

  • Community Debut
  • August 9, 2016

i haven't found a way - i see merge on ticket and merge on contact but not on company - is this something that is coming and if so is there an ETA?


  • Community Debut
  • September 20, 2016

Is someone looking at this?


Hello everyone, 

We haven't made any plans to bring the merge functionality to companies yet. I'm afraid the only way to do this right now would be to manually edit contacts and assign them to the right company manually (and remove the duplicate one). 

We haven't seen this request come up from a lot of customers so far - we'll keep an eye on this forum and add this request to our backlog if it gathers more interest. 

Thanks, 
Ramesh


  • Community Debut
  • January 6, 2017
Hi Ramesh,

Thank you for updating the enhancement request. This is a very highly needed feature.  Companies can be created by multiple sources. Our Salesforce integration will sometimes create one after an employee has created one for a new client.  It would be great to merge the tickets and contact seemlessly.

Thanks for listening.

 


  • Community Debut
  • March 8, 2017

We have a report that shows we have 52 duplicate companies in our system. 

I need to merge the duplicates.

This duplication is going to continue to happen.  I need to be able to solve it more quickly than rearrange dozens and dozens of contacts and manually deleting companies after I am positive I have remapped the contacts.


  • Contributor
  • April 18, 2017

I want this feature too.


  • Contributor
  • April 24, 2017

 This is an important feature and we would like to have this so that we are able to merge the Companies. At times, there might exist multiple records exist for a company and once we start using them, we can not even delete them so merging would definitely help.


  • Contributor
  • August 8, 2017

Some of our customers have merged their companies, or even bought one another.  Having to maintain two companies in Freshdesk when there's only one company in real life wastes my and my agents' time.  A merge feature for companies is REALLY needed.  And it should merge not just the companies' contacts, but the pre-existing tickets, too.


  • Contributor
  • August 9, 2017

I think a lot of people are looking for this feature.  


I thought I found a solution by doing a bulk export for contacts and companies, syncing them up, cleaning up the data and importing it back, Many of the fields of the data that had been entered already but not changed, get imported as blank. There is a ticket for this issue still open.


  • Contributor
  • August 31, 2017

I second this request for the ability to merge duplicate companies.  Cleanup is a nightmare when there is a long list of duplicates.


We need this feature as well! If not this, then we need to be able to change the company that a ticket is linked to.


  • Community Debut
  • November 7, 2017

We need this toooo!


  • Community Debut
  • February 21, 2018

please add


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  • Contributor
  • February 22, 2018

I vote yes



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  • Contributor
  • March 14, 2018

I definitely need this function.  I have duplicate companies with TOO MANY contacts to manually edit each.


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  • Contributor
  • March 14, 2018

I am tearing my hair out over this


  • Community Debut
  • April 4, 2018

This is a must, and we had it in our previous help desk (we're currently on a trial with Freshdesk).

Mistakes are made - duplicates, wrong spelling, problems when importing etc.

It's very time consuming and a lot of manual work to fix this by hand, especially when it happens at import, and maybe hundreds of records are affected.


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  • Contributor
  • April 25, 2018

This would be valuable to us as well.


+1 We need this!


  • Contributor
  • June 20, 2018

 Very much so a needed feature. When you have several agents and one of them can't find a company, so they make a new one and start adding tickets to it, it becomes a nightmare. We regularly have issues finding companies (that's a whole nother issue) and so secondary companies get made. Then I have to play clean up. It would be lovely to have a merge function on companies.


  • Community Debut
  • June 20, 2018

I really need this option as well. 

If you can't merge the companies, please provide a way to move the cases associated with company A to company B so that I can then delete company A. 



There is a way to move tickets from one company to another but it’s very time consuming. You have to open each ticket, edit it to change the contact to someone else, save it, then edit it to change it to the original contact (assuming they are already attached to the company you want to move the tickets to). It’s not ideal and it takes forever but it does work.

  • Community Debut
  • June 20, 2018

Thanks Jennifer!

Yes that does sound time consuming, but it will allow me to get the dups out of our env before there is a fix in Freshdesk.  :-)


Thanks

Dan


  • Contributor
  • October 31, 2018

Another upvote. please make this!


  • Contributor
  • November 14, 2018

How is this not a feature? I need this too