Merging Duplicate Records

Overview

This article details the considerations for and steps necessary to merge records in Bullhorn.

Important Considerations

When you merge duplicate records, you must decide on a primary record and a secondary record. Certain information from the secondary record will transfer over to the primary record, while information on the primary record will remain intact. Leads and Opportunities can only be merged after they are converted.

The Following Information is Transferred When Merging Records

Emails File Attachments Pay Bill (only if merging company records) Contacts (only if merging company records) Ownership (only if merging candidates and contacts) Jobs ( only if merging contact or company records) Leads (only if merging companies) Opportunities (only if merging companies)

Submissions Client Submissions Interviews Placements Categories Skills Specialties Notes

Business Sectors Work History Education References Assessments Related Tasks Related Appointments

Frequently Asked Questions

Is Pay Bill data included when Company records are merged?

Yes, Pay Bill entities are included when merging company records. When merging two company records together, the following data will move to the primary record:

• Location
• Billing Profile
• Invoices
• Invoice Terms
• Discount
• Shifts

How can I keep two records open while I decide on a primary record?

Use the pin icon  with one of the records open and open the other record.

What happens to the secondary record after I merge two records?

Bullhorn deletes the secondary record. If the secondary record is a company, the record is archived instead.

Merging Duplicate Records

1. Open your designated primary record.
   
2. Click Actions.
   • ​S-Release: Click on Select an Action.
3. Select Merge Records.
   • The Merge Records screen will now open.

   

4. Enter your designated secondary record in the bottom field.
5. Select Submit.
   • ​​Click Save or Merge depending on the type of record.