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Home > Success Center > Web Help Desk (WHD) > Merge duplicate clients in bulk

Merge duplicate clients in bulk

Table of contents

Overview

This article describes how to merge duplicate clients in bulk.

This procedure only affects accounts with either the same email or username depending on what you have set under Setup > Clients > Options > Client Login Attribute.

Environment

All WHD versions

Steps

  1. Delete the client accounts you wish to remove: 
    1. Click Clients in the toolbar..
    2. Click the Advance Search tab and search for the Clients accounts you want to remove.
    3. Select the results.
    4. Click + next to Bulk Action.
    5. Click Delete. 
    6. Click Apply.
  2. Open the Merge Duplicate Clients tool by opening the following link: http://[WHD_HOSTNAME]/helpdesk/WebObjects/Helpdesk.woa/wa/DBActions/mergeDuplicateClients
  3. Log in to Web Help Desk as an administrator.
  4. Click Start and then click OK.
Last modified
07:27, 19 May 2017

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