Merge and unmerge duplicate location records
- Office employees
- Applies to all business types
- The Access Settings, Merge Customers, and Merge Locations permissions are required to use this feature. Please contact the account administrator on your team.
Merge duplicate Location Records
When you merge duplicate Location Records in ServiceTitan, any information in the record being removed that is not on the record you are keeping will be added to the record you are keeping.
Merging duplicate records comes down to the following:
Locate and mark the duplicate Location Record.
Merge the duplicate Location Record with the one you’re keeping.
The steps below describe how accomplish this:
Step 1: Locate and mark the duplicate Location Record
This helps you distinguish which record is which when you begin merging. To do this:
Search for and open the Customer Record that has duplicate Location Records.
Go to the Locations section in the Customer Record. Identify the duplicate Location Record (the one you want to remove).
Open the duplicate record and click Edit
next to the location name.Enter DUPLICATE in front of the name then click Save.
Step 2: Merge the duplicate Location Record with the one you’re keeping
Go to the navigation bar and click Settings
.In the side panel, go to Tools > Merge Locations.
Enter the name or address of the location you’re keeping then select it.
A secondary box opens with all other locations tied to that customer.
Note: Only locations belonging to the customer that are on their Customer Record appear. If you don't see the location you want to remove, you may need to merge customers first.
Select the duplicate locations you want to remove.
Tip: Use CTRL on a PC or Command on a Mac to select multiple locations.
When you're finished, click Merge.
After you click Merge, you see a message stating the merge has completed successfully. The duplicate Location Record you removed will no longer appear in search on the Call Booking screen.
Tip: Check the Audit Trail section at the bottom of the Merge Locations screen to see a history of records you’ve merged.
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