Required Minimum System Role: Standard User
Required Minimum Team Role: Contributor
The newly merged record will retain all relationships from both original records, including related Records, Project relationships and any multi-select classifications such as Stakeholder Groups.
- There are now two merge options: Quick Merge and Advanced Merge
- A real-time progress indicator now shows while a merge is running
- Merge events are now recorded in the record's audit history
Jump to: Advanced Merge
Merging
Merging is done directly in the Search Grid. Select the records you want to merge, right-click one of the selected rows, and choose either Quick Merge or Advanced Merge.
💡NOTE: The first record you tick is the Primary Record. Data from the Primary Record are prioritised when there is conflicting free text data or single-select classifications. Make sure you tick your preferred Primary Record first before selecting the others.
How Merge handles your data
The Primary Record's existing data is never overwritten. Gaps are filled from the other records in order, and long-form content is combined.
| Field type | What happens |
| Short text, date, number, single-select | If the Primary Record's field is empty, it is filled using the first non-empty value from the other records in order. |
| Notes / long text | Content from all records is combined, separated by a ---MERGED--- marker so nothing is lost. |
| Multi-select classifications | All unique classification values from all records are aggregated. |
| Relationships (linked projects, events, etc.) | All relationships from the merged records are transferred to the Primary Record. |
Quick Merge
Quick Merge works the same way merge has always worked. It proceeds immediately using the existing record order. A progress indicator is shown while it runs, and a success or error state is displayed when it completes.
1. Tick the checkboxes against the records you want to merge.
Remember: the first record you tick becomes the Primary Record.
2. Right-click to show the menu and click Quick Merge. This will merge both records and open the new Record in the Workspace.
🆕 Advanced Merge
Advanced Merge gives you control over which record's data takes priority before the merge runs. Use this option when you want to review and adjust the record order, particularly when working with records that contain a lot of data.
1. Tick the checkboxes against the records you want to merge.
2. Right-click and select Advanced Merge.
3. The Advanced Merge modal opens. The top record is set as the Primary Record - this is the record that will be kept.
4. Drag and reorder the other records to control the priority for filling empty fields.
5. Review the merge logic summary in the modal, then click Merge to complete the merge.
💡 NOTE: Advanced Merge is recommended when your records contain a lot of data and you want to confirm which values are retained before proceeding.
Merge history and audit trail
Merge events are now recorded in the audit history for the Primary Record. The entry shows the action performed, the user who completed it, and the date and time. This also appears in the record's timeline view.
Warnings and error states
"Data outside view" warning
This warning appears when one of the records being merged is linked to data the current user cannot see.
⚠️ CAUTION — Standard Users: The record is linked to a project you do not have access to. Do not complete the merge — doing so can cause data loss. Contact your Team Leader or Enterprise Admin before proceeding.
⚠️ CAUTION — Enterprise Admins: One of the records is linked to an archived or deleted project. Completing the merge may orphan events that were only linked to that deleted project. Review the records carefully before proceeding.
If the merge fails
An error message will be shown with a brief explanation. The records remain in their original state; a failed merge does not partially complete. Note the error message and contact support.
Closing the modal during a merge
The merge modal cannot be closed while a merge is running. It will remain open until the merge completes successfully or returns an error.
Restoring Merged Records
💡 NOTE: Merges cannot be undone once completed. Use Advanced Merge to review the record order before proceeding, particularly when working with records that have a lot of data.
If you have inadvertently merged a record and need to recover data, please follow the instructions in this article.
Restoring Merged Records
The Primary Record of the merge will however retain any merged information and will need to have that information unrelated or deleted manually.