From the search result list for accounts or employees, choose Merge Accounts or Merge Employees.

Alternatively, a duplicate check can determine that an account is possibly duplicate.

Click Merge Now begin the process of merging data immediately or click Merge Later to process a cleansing case later.

In the list of records within a cleansing case, set the status Master for the record that you want to retain.

By default, one record is defined as the master record, but you can change this setting.

All records with the status Source are automatically marked for archiving.

If necessary, set the status Rejected for any unwanted records. These records are no longer available for comparison within the case.

Under Compare Accounts / Compare Employees, enter the ID of a record to compare it with the master record.

You can only compare two records at a time (master and source). The comparison shows only the data that differs between the selected records, and where a decision is therefore required as to which data should be retained.

Select the individual pieces of data that you want to retain, either from the master or source record.

All objects in the master record are selected by default, except for Main Address, since the user must decide which address to retain.

General data, such as Name, is unique and can only exist once.

Click Confirm to confirm the changes you have made before continuing, or click Cancel to reverse your changes.

Enter a date and time for the background merge.

Click Start to start the merge at the specified time.