Clients contact your business multiple ways and Thryv captures it all. In doing this, duplicate client records can happen. Not to worry, we've got you covered. Once you identify a duplicate client record, you can merge it to your main client record. That way your client list stays clean and up to date. 

To merge clients, navigate to the Clients tab and select the contacts you would like to merge. You can select up to 10 client records.

• If only 1 client had engagements (messages, appointments, payments, etc) then that will be the primary client record. 
• If none of the client records have any engagements, then you will be able to select the client record you'd like to keep. 

Select Merge 

Note* Merging clients cannot be undone, so make sure you are sure that you'd like these contacts to merge. 

Once complete, the duplicate client record will be deleted and the client list will refresh.

FAQs

1. What Information will Merge?
   • All messages and their sources
   • Client details
   • Tags
   • Client Notes
   • Staff Assignments
2. Are all client records eligible to be merged? 
   •  No. We do not support a merge where more than one of the selected clients has one of the following:
     • Has messages types of: Appointments, group events, estimates, invoices, payments
     • Is connected to square, Quickbooks or Google reserve.
     • Has more than 1000 messages

If you receive this message, one or more of the contacts have engagements, and cannot be merged.