Merge Organizations
Merging Organizations
Overview
This module explains how to merge two organizations in OpsDriver. This function is used when duplicate or redundant organizations are discovered and you want to consolidate contacts, bookings, and history into one unified organization record.
1. When to Merge Organizations
Use this feature when:
Two organizations in the system are actually part of the same group (e.g., a middle school and high school in the same district)
You want to eliminate data duplication
You need to centralize all contacts, invoices, and bookings
⚠️ Important: Merging permanently deletes the organization being merged from—this action cannot be undone.
2. Starting the Merge Process
Step-by-Step Instructions:
Navigate to Sales > Organizations.
Open the organization you wish to merge and delete.
Example: Benjamin T. Humphrey’s Middle School
In the top-right corner, click Merge Organizations.
3. Select the Target Organization
A modal will appear asking:
“What organization are you merging this into?”
Choose the receiving (surviving) organization from the dropdown.
Example: Bayside High School
Click Continue.
4. Review the Contacts Being Moved
You’ll be shown:
A list of all contacts (with emails) that will be moved into the surviving organization
A warning message that the original organization will be deleted
If everything looks correct, click Merge Organizations.
5. Final Confirmation and Merge Completion
A final confirmation prompt will appear:
Confirms the organization being deleted
Displays the total number of contacts being merged
Click Yes to confirm.
The system will:
Delete the original organization
Move all contacts into the surviving one
Redirect you to the updated organization record with all contacts listed
6. Post-Merge Review
After merging:
Go to the surviving organization’s page
Confirm that all expected contacts have been transferred
Update organization details (e.g., notes, categories) if needed
Best Practices
Before merging, double-check:
That no active bookings or invoices are tied to the organization being deleted that might need reviewing
Contact roles (Billing, Sales, Ops) are correctly reassigned if needed
Use consistent naming and tagging to reduce duplicates in the future
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