Merge Records Manually

When the automated matching didn’t recognize that several master records represent the same real-world entity, you can merge them yourself.

You can also merge a consolidated record with an authored record. See Types of Data.

If the merge action isn’t available for an entity, or the changes can’t be saved or published, check the prerequisites for editing entities.

Merge master records

The merge starts from the compare view, where you can inspect the records first. All records in the compare view take part in the merge.

In the record listing, select the master records to merge and select Compare.
In the Merge preview, check which values the merged record would have and select the survivor. See Select survivors.
Select Merge. A task is created for the merge, and the merge preview stays open for editing.
If needed, change the values of the merged record.
Publish the task or move it to the next workflow step. See Resolve Tasks.

The survivor is the master record the others are merged into. What the merge does depends on the records involved:

Consolidated records with consolidated records: All instance records are merged into the survivor, and the merge preview follows the merging rules of your project. Related master records, such as addresses and contacts, are reprocessed and merged too.
Authored records with authored records: You choose the survivor, and the merged record takes its attributes.
Authored records with consolidated records: Only the authored record can be the survivor. The instances and related records of the consolidated record are attached to it, and the preview is based on the authored record.

If the records have value overrides, the merge preview uses the overrides of the selected survivor.

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