> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spott.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Merging Records

> Merge duplicate people, companies, or jobs to consolidate information into a single record.

When you identify a duplicate, whether it is a person, a company, or a job, you can
merge the records to consolidate all information into a single place.

## From a record

<Frame>
  <img src="https://mintcdn.com/spott-docs/p014P0_PfappR2TU/images/general/merge-records-dialog.webp?fit=max&auto=format&n=p014P0_PfappR2TU&q=85&s=4ea9c86c11eba66a7a92169b652a0865" alt="The merge dialog comparing two records" width="1600" height="747" data-path="images/general/merge-records-dialog.webp" />
</Frame>

1. Navigate to one of the records you want to merge.
2. Open the **Actions** menu in the top-right corner of the page.
3. Select the merge action:
   * **Merge 2 people** on a candidate or contact profile
   * **Merge 2 Companies** on a company record
   * **Merge 2 Jobs** on a job record
4. Pick the duplicate record and follow the prompts to complete the merge.

## From a list view

You can also start a merge straight from a list view, without opening a record first.

1. Select the two duplicates with the checkboxes in the list.
2. An action bar appears at the bottom of the screen showing how many records are
   selected.
3. Click the actions button in that bar and choose the merge action:
   * **Candidate Actions** > **Merge 2 people**
   * **Contact Actions** > **Merge 2 people**
   * **Company Actions** > **Merge 2 Companies**
   * **Job Actions** > **Merge 2 Jobs**
4. Review the side-by-side comparison and confirm.

<Frame>
  <img src="https://mintcdn.com/spott-docs/cEpj3dtLMgbkJNZU/images/general/merge-from-list.webp?fit=max&auto=format&n=cEpj3dtLMgbkJNZU&q=85&s=6580caf838865bf98d84f11829ab07a8" alt="Two companies selected, with Merge 2 Companies in the Company Actions menu" width="1023" height="188" data-path="images/general/merge-from-list.webp" />
</Frame>

Select **exactly two** records: merging works two records at a time, so the action is
not offered for a larger selection.

Merging requires the matching permission (for example, who can merge candidate or
contact records is controlled by your role).

<Note>
  Because every person exists only once in Spott, merging two people combines their
  candidate and contact roles, notes, and history into one record. If one of the two
  is a candidate, the merged record stays a candidate.
</Note>

If nothing appears to happen right after merging, give the system a moment and check
if the merge has completed.


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