Merging Records in FAQ
It is possible to merge Company Records, Job Records, and Candidate Records in . The only reason you should merge records in , is if they are duplicates. Merging records should not be done without careful consideration and planning.
Merging records of any kind in has the potential to impact Pay & Bill data. Contact Support before merging records to ensure merging is necessary for your scenario and that the merge is done with the least amount of impact.
Can I merge Placement Records?
Only Company Records, Job Records and Candidate Records can be merged. Placement Records can not be merged in .
What Pay & Bill data is carried over when merging records?
When merging Company Records the following Pay & Bill data will move from the secondary record to the designated primary record:
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Location
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Billing Profile
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Invoices
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Invoice Terms
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Discount
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Shifts
Why do I need to contact Support before merging records?
data is deeply interconnected. Pay & Bill data often starts at the Company Record and flows down to the Jobs and Placements. Merging any type of records can have widespread impacts, from invoice terms to rates to BTE Branches and more.
It is extremely important to assess the data implications and risks before making any changes. This ensures your data is clean and accurate throughout your Bullhorn environment.