Bulk Actions – Merge Multiple Contacts

Overview

The Bulk Actions feature in PXME allows you to merge duplicate contacts into one streamlined record. This ensures data accuracy, prevents duplicate communication, and consolidates all information—including emails, phone numbers, notes, and payments—under one Master Record. With advanced options such as retaining multiple phone numbers, assigning a primary email or phone, and customizing Do Not Disturb (DND) preferences per channel, you can maintain clean and reliable contact data.

Step 1: Choose Your Contacts

• Navigate to Contacts.

• Check the box next to the contact records you want to merge.

• You can select 2 to 10 contacts for merging.

• If more than 10 are selected, the system will prompt you to reduce the number before proceeding.

Step 2: Choose the Merge Action

• Click the Merge up to 10 Contacts icon.

• In the pop-up window:

  • Select the Master Record (the record that will remain primary).

  • Choose which details to retain or overwrite (e.g., name, phone, email, etc.).

  • Retain additional phone numbers and emails, and set a primary for each.

  • Customize DND preferences per channel (SMS, email, phone, WhatsApp).

⚠️ Important: Carefully review all mapped fields before confirming the merge. This action cannot be undone.

Payment & Subscription Management After Merging

• All transactions and subscriptions from merged contacts will appear under the Master Record’s details page.

• Historical transactions may still display the original contact’s name in search results, but clicking them will open the Master Record.

• Failed payments for subscriptions will now send invoices to the Master Record’s email or phone.

• Backend records retain both the original and Master details for audit accuracy.

Automatic Merging

PXME automatically merges contacts when:

• A contact enters through Facebook or Instagram and later shares a matching email or phone number.

This prevents duplicate profiles and ensures a complete record.

Note: If Allow Duplicate Contacts is enabled in your settings, automatic merging will be disabled.

Use Cases

1. Duplicate Contact Cleanup

   • Action: Merge duplicate entries into one record.

   • Outcome: Maintain a clean, streamlined database.

2. Streamlined Communication

   • Action: Consolidate conversations, notes, and history under one record.

   • Outcome: Prevent fragmented communication.

3. Data Consistency

   • Action: Merge duplicates to reduce confusion.

   • Outcome: Ensure reliable data for reporting and outreach.

FAQs – Merge Multiple Contacts

Q1: How many contacts can I merge at once?
A: You can merge between 2–10 contacts at a time. Larger sets must be merged in batches.

Q2: What is the Master Record?
A: The Master Record is the contact that remains after merging. You choose which record becomes the Master and decide which details to keep or overwrite.

Q3: Can I undo a merge?
A: No. Once merged, the action cannot be undone. Always review carefully before confirming.

Q4: What information can I control during the merge?
A: You can retain or overwrite key fields (name, phone, email, etc.), manage additional phone/email fields, and set channel-specific DND preferences.

Q5: What happens to payments and subscriptions?
A: All subscriptions and transactions are transferred to the Master Record. Historical transactions remain searchable under the original name but link to the Master Record.

Q6: What happens to roles and permissions?
A: The highest role among the merged contacts is applied to the Master Record (e.g., if one contact is Admin and another is User, the merged record will be Admin).

Q7: Is course progress merged?
A: Currently, course progress is not merged when combining contacts.

Q8: Can I customize DND preferences?
A: Yes. During the merge, you can set DND preferences individually per channel for full control.