🛠️ How to merge duplicates
Merging duplicate people and organisations in Firmcheck
Duplicate people and organisations can sometimes appear in Firmcheck after importing or adding clients, especially through Companies House records being pulled in. The merge tool lets you combine two records at a time while keeping all key information intact.
We recommend reviewing your People and Organisations lists regularly, especially after a bulk import, to ensure there aren’t any new duplicates.
Merging duplicate people
Limitations
Two individuals cannot be merged if both are selected as CDD candidates in the same in-progress AML check. You can de-select one candidate in the AML before merging.
Only two individuals can be merged at once.
What is automatically merged
Verification status: automatically merged
AML status: automatically merged
Client connections: all connections from both records are preserved
Steps to merge people
Go to Clients > People.
Click the Actions button and select Manage duplicates.
You can also filter the list using Show duplicate people to quickly find matches by first and last name.
Select the two records you want to merge and click Manage duplicates.
If any fields conflict (e.g. different email addresses), choose which value to keep.
Review the preview of the final record and confirm the merge.
Merging duplicate organisations
Limitations
Only two organisations can be merged at once.
You can't merge two organisations if one is a related party of the other.
What is automatically merged
Verification status: automatically merged
AML status: automatically merged
Connections and related parties: everything from both records is kept
Companies House link: carried across to the merged record
Steps to merge organisations
Go to Clients > Organisations.
Click the Actions drop-down in the top right and select Manage duplicates.
Select the two organisations you want to merge.
If any fields conflict (for example: partner, manager, reference, notes or next review date), choose which value to keep.
Check the preview of the merged record.
Type MERGE in the box to confirm.
⚠ Important: Merges cannot be undone, so double-check you've picked the right two records before confirming.