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How to move products from one client to another or merge clients

This feature is great if you need to move products from one client to another, or get rid of duplicate client records.

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a week ago

If you've tried to edit the client, but the entity already exists, you will need to use this method to move the product(s).

Moving products from one client to another

Step 1: Navigate to Products

Step 2: Apply filters or select the applicable product records you want to move to another client and then click Move.

Step 3: Find and select the client record where you want to move the filtered/selected product records to and then click Move


Step 4: If the client you moved the products from no longer has any products, you can safely remove the client record. You have thereby effectively merged 2 client records by first moving the product records of the source client to the target client and then subsequently removing the source client.

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