This article explains how to merge multiple Addresses or clean up duplicate entries of one Address for an Entity in Athennian. This tool helps maintain clean and accurate Address data.
Overview
Athennian provides a tool to combine multiple Address entries associated with an Entity into a single, primary Address. This process ensures all historical associations and references transfer to the surviving Address.
Merge Entity Addresses
- Navigate to the Entity profile for which to merge Addresses
- Go to the General > Addresses tab
- From the list of Addresses, check the boxes of the Addresses to merge or clean up
- At the top of the list, select # Selected and then select Combine from the dropdown list
- A new window appears showing two sections: Primary Address and Addresses Being Replaced
- Note: The Primary Address will be the surviving Address
- To swap the listed Primary Address with one of the Addresses Being Replaced, hover over the desired Address and select the Set Primary button
- Once the Addresses are arranged, select Confirm
- Note: After selecting Confirm, a window appears advising that the Primary Address will inherit all associations and references from the replaced Addresses
- Click the Combine Addresses button to confirm
Video Instructions: