Merging Accounts

Merging Accounts is a three-step process. Step 1 (Preparation and Validation) and Step 3 (Update Balances) are provided by Certinia Accounting, and Step 2 is standard Salesforce functionality.

You should read the Certinia Help topic About Merging Accounts before starting a merge involving Certinia accounts.

See also "Merging Duplicate Accounts" in the Salesforce Help for a list of things to consider when merging accounts, including the permissions that you need.

Warning: It is important that you follow the three steps below in sequence. Completing Step 2 (Merging the Accounts) without completing both Step 1 (Preparation and Validation) and Step 3 (Update Balances) may affect the validity of your accounting data.
Step 1: Preparation and Validation

This step is provided by Accounting. It will carry out checks to ensure that the accounts that you have chosen to merge comply with validation rules. See About Merging Accounts for more details.

To prepare and validate your accounts:

  1. Navigate to the Merge Accounts tab.
  2. Specify the master account and up to two accounts to merge.
  3. Click Run to prepare and validate the accounts for merging. You are notified of the success or failure of this operation.
Step 2: Merging the Accounts

Merging accounts is standard Salesforce functionality. See "Merging Duplicate Accounts in Lightning Experience" in the Salesforce Help for more details. This step does not carry out any validation of your accounting data so it is important that you complete Step 1 before starting this step.

You can merge either business or person accounts. You cannot merge business and person accounts with each other.

To merge duplicate accounts:

  1. Open an account record. If duplicates exist for that record, a message displays. To see the duplicate records, click View Duplicates.
  2. Select up to three accounts to merge. Click Next.
  3. Select one account as the primary record. Any data in hidden or read-only fields will be taken from this primary record.
  4. Select the fields that you want to retain from each record. Click Next.
  5. Click Merge to complete the merge.
Note:

To merge accounts that are not detected by duplicate rules, use the merge tool in Salesforce Classic. See "Merge Duplicate Accounts in Salesforce Classic" in the Salesforce Help.

Step 3: Update Balances

This is an Accounting step. See About Merging Accounts for more details.

To update balances:

  1. Go to the Balance Update tab from the App Launcher.
  2. Click the Update Balances for Merged Accounts tab.
  3. Select the master account.
  4. Click Update Balances. You are notified by email of the success or failure of this operation.
  5. [Optional] If you are maintaining secondary balances, we recommend that you run an incremental synchronization to update these.