Merging Accounts

ShulCloud allows two accounts in the system to be merged in case of a combination of families or a duplicate.

1. Navigate to the account to merge FROM.
2. Select "edit."
   
3. Scroll to the bottom of the page, and there will be an option to "Merge."
4. The details about what will move from one account to the other will be displayed.
5. Enter the Account ID or Account Name of the account to be merged into. As typing begins, a list of accounts that match the search will populate.
   
6. Once the correct account has been found, select "Merge Account."
7. Once the accounts have been merged, navigate to the newly combined account to remove any duplicate people and ensure there are only two adults on the account.

PLEASE NOTE - MERGING ACCOUNTS CANNOT BE UNDONE. SHULCLOUD SUPPORT DOES NOT HAVE THE ABILITY TO UNDO THIS MERGE.

Related Resources

• Adding Accounts
• Adding Individual People
• Deleting Accounts
• Error: This Account Has No Active Primary Adult. Please Edit the Profile for the Primary Adult and Mark Them as Active.
• Error: There are Currently X Adults on This Account