{"id":6981,"date":"2025-10-03T10:50:30","date_gmt":"2025-10-03T13:50:30","guid":{"rendered":"https:\/\/www.bybrand.io\/docs\/?post_type=ht_kb&#038;p=6981"},"modified":"2026-03-20T17:32:22","modified_gmt":"2026-03-20T20:32:22","slug":"employee-merge","status":"publish","type":"ht_kb","link":"https:\/\/www.bybrand.io\/docs\/article\/employee-merge\/","title":{"rendered":"Merge employees"},"content":{"rendered":"\n<p>The <strong>Merge<\/strong> function allows you to combine two or more records representing the same person into a single central employee.<\/p>\n\n\n\n<p>The primary (preserved) record becomes the <strong>source of truth<\/strong>, while the other records have their groups and information incorporated into it.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2025\/10\/CanonicalEmployeeMerge.mp4\"><\/video><\/figure>\n\n\n\n<p>This ensures that each employee has only one consolidated profile, avoiding inconsistencies between integrations such as Google Workspace, Zoho CRM\/Desk, Freshdesk, and others.<\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">Once performed, the merge operation <strong>cannot be undone<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When to use merge<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When there are two employee entries with the same name but different emails.<\/li>\n\n\n\n<li>When automatic imports generate duplicate records due to small variations in name or email.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Practical example<\/h2>\n\n\n\n<p>Employee <strong>Anna Smith<\/strong> appears<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In Google Workspace as Sales Manager<\/li>\n\n\n\n<li>In Zoho CRM as Account Executive, with name written as <em>Ana S. Smith<\/em><\/li>\n<\/ul>\n\n\n\n<p><strong>Action:<\/strong> Merge duplicates and set the Google Workspace record as the primary.<\/p>\n\n\n\n<p><strong>Result:<\/strong><br>Bybrand maintains a single central record of Ana Smith, consolidating the <em>Account Executive<\/em> role and linking both groups.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Good practices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the main record carefully, as it will be the future reference.<\/li>\n\n\n\n<li>Periodically review the suggested duplicates to keep your database organized.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Consolidate duplicate records into a single, centralized employee.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[181],"ht-kb-tag":[],"class_list":["post-6981","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-employees"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - 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