Merging Duplicate Records

Learn how to merge two duplicate records into one.

If you're a Bullhorn One or Middle Office customer and either record has Pay & Bill data, see Merging Records in Bullhorn One.

Choosing a Primary Record

When you merge two records, you choose a primary record and a secondary record. Most information from the secondary record transfers over to the primary record, while the primary record's own information stays intact.

Since not all data transfers during a merge — address, custom text fields, and rate information, for example — you should choose the record with the most accurate information as your primary record.

Leads and Opportunities can only be merged after they're converted.

What Transfers When You Merge 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

Merging Two Records

  1. Open your primary record.

  2. From the Actions dropdown, select Merge Records.

  3. Select Merge Records again to confirm.

  4. On the Merge Records screen, enter the secondary record in the With This Record field.

  5. Select Merge.

Once merged, Bullhorn deletes the secondary record — or archives it, if it's a company record.

FAQ

Is Pay & Bill data included when Company records are merged?

Yes. Along with the data above, merging companies also transfers:

  • Location

  • Billing Profile

  • Invoices

  • Invoice Terms

  • Discount

  • Shifts

Job Postings, CV Sents, Custom Templates, and Activity records also transfer.

Additional exploratory research is needed before merging any records with Pay & Bill data present. See Merging Records in Bullhorn One for more information.

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

Click the pin icon  on one record before opening the other.

What happens to the secondary record after merging?

Bullhorn deletes it. If it's a company record, Bullhorn archives it instead.