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Merging Accounts in essensys Operate
Merging Accounts in essensys Operate

Merge Several Operate Accounts into One

Stuart avatar
Written by Stuart
Updated over a week ago

If by any chance your system contains duplicate accounts - or e.g.: two customer companies merge; you can merge two or more accounts into one by going to Member > Accounts and selecting the accounts you want to merge.

Click the Merge Accounts button at the top of the list.

Select the Master account - the one that will be kept as an activa account in the system - then save your changes by clicking OK.

Note - Payment details and set-ups (such as auto-pay) will not be brought across from the original accounts. Your tenant will need to enter these again via portal after the accounts have been merged.

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