Merge duplicate affiliate profiles

Merge duplicate affiliate profiles

Duplicate affiliate profiles can occur for various reasons -- typos, a change in agency, or integrations with different profile emails. Fortunately, WarrantyHub provides an easy process for merging those user profiles to keep your contracts accurate and organized.

Merge duplicate affiliate profiles

  1. Go to Affiliates and choose the duplicate affiliate to merge into a primary affiliate.
  2. On the Affiliate overview page, find the Affiliate panel on the far right of the screen.
  3. Within the Affiliate actions section, click on the Admin gear icon.
  4. Choose Merge Affiliate.
  5. From the dropdown menu labeled Affiliate Type, select the appropriate affiliate type.
  6. Search for the primary profile you want to merge the affiliate with and click Save.
  7.  A confirmation pop-up will display an overview of the merging action.
  8. Select Change Ownership to finalize the task.