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How to Merge AccessAlly Contacts (Infusionsoft Only)

Dealing with duplicate contacts? Learn how to merge without losing their membership site permissions in the process.

When Merging a Contact May Be Necessary

The merge contact feature is only available in Infusionsoft for two reasons:

  1. Infusionsoft allows contacts with duplicate emails (so merging is more of a necessity)
  2. The Infusionsoft API provides a way to automatically merge two contacts by migrating the tags and order data
If you need to move any AccessAlly order from the to-be-deleted contact to the to-be-kept contact, please use our Modify Contact ID tool.

Using a Non-Infusionsoft CRM?

For other CRMs, merging is a more manual process. In a nutshell, it involves:

  1. Moving all applicable tags from the to-be-deleted contact to the to-be-kept contact in the CRM
  2. Add the to-be-kept contact to any relevant automation / campaign
  3. Once that is done, you can just update the to-be-kept contact in AccessAlly, so all the tags are synced.

How to Merge an Infusionsoft Contact

Step 1: Enable Feature In AccessAlly

Log into your membership site and go to: AccessAlly > General Settings > Initial Setup > Additional Features.

Step 2: Merge Contacts

Now, go to: AccessAlly > Manage Users > Merge Contacts.

Here, you can merge the contacts.

Merging via AccessAlly

This will both merge the contacts in Infusionsoft and sort out the user login / tags in AccessAlly.

Updated on February 4, 2019

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