When handling projects in Rocketlane, there may be situations where two or more accounts are unintentionally created for the same client or company. This often happens when deal names vary, or when CRM automation tools like HubSpot introduce minor changes in naming conventions during account creation (e.g., "Acme Inc." vs. "Acme Corporation"). To resolve this and ensure all associated project data is consolidated, Rocketlane provides the ability to merge accounts.
How to Merge Accounts in Rocketlane
To merge duplicate accounts:
Click on the Accounts tab from the left navigation bar.
Open the account that you want to use as the destination account (i.e., the account into which others will be merged).
Navigate to the Settings of the account.
Under General Information, click on the Merge Accounts option.
This will open the merge interface where you can select accounts to be merged.
Selecting Accounts to Merge
On the left panel, select the source accounts that you want to merge into the destination account.
On the right panel, the current account will be selected as the destination account by default. If needed, you can choose another account as the destination.
Click Merge Accounts to confirm the action. After merging, you’ll see that the source account data has been fully consolidated into the destination account.
Once the merge is complete:
All projects, files, notes, and customer members from the source accounts will be moved to the destination account. Account-level custom fields from the source accounts however, will not be carried over to the destination account.
Note: This action cannot be undone. Review your selection carefully before confirming the merge.
