Planpage’s vendor merge tool lets you combine two duplicate vendor records while keeping their people, project information, documents, and other related details together under a single vendor.

Before completing the merge, you’ll be able to preview what will happen and confirm which vendor should remain.

Vendor merges cannot be undone. Be sure to review the merge preview before confirming.

Vendor merging is available to Owners and Admins. If you don’t see the Merge Vendor option, you may not have the required account permissions or the vendor may not be eligible to merge.

Before starting, decide which of the two vendor records you want to keep. The vendor you start the merge from becomes the Primary Record. Its main vendor information, including its name, email, notes, and other profile details, will be kept.

The other vendor becomes the Duplicate Record and will be merged into the Primary Record.

Whenever possible, start from the vendor record that already contains the information you consider most complete or accurate.

From your Vendors list, open the action menu for the vendor you want to keep, then click Merge Vendor.

Under Duplicate Record, select the vendor you want to merge into the primary record.

Once both vendors are selected, Planpage will show a Merged Vendor Preview so you can review the result before anything changes.

Keep in mind that the Primary Record wins when both vendors contain competing information. For example, its vendor name, email, and notes will remain.

Once you’ve reviewed the preview, click the Merge Vendors button.

Which vendor should I start from?

Start from the vendor you want to keep. The vendor you start from becomes the Primary Record, and its main vendor information will remain after the merge.

Will I lose project information?

No. Related project information is moved or combined under the kept vendor.

If both vendors are already on the same project, the Primary Record’s project status and notes will remain.

Will duplicate people be merged too?

No. People associated with the duplicate vendor move to the kept vendor, but Planpage does not automatically combine similar people. If both vendor records contain separate entries for the same person, they will continue to appear as separate people.

Can I merge more than two vendors at once?

No. Vendors are merged two at a time. If you have several duplicates, complete one merge and then merge the next duplicate into the kept vendor.

Does Planpage automatically find duplicate vendors?

Not currently. You’ll need to identify the duplicate and start the merge yourself.

Can I choose which name, email, or notes to keep?

Not individually. The Primary Record always keeps its main vendor information, so start the merge from the vendor whose information you want to preserve.

What happens to the duplicate vendor?

The duplicate is deleted from your Planpage account. Its applicable people, projects, and related information are moved to the kept vendor.

Can clients still edit the vendor after it has been merged?

No. Client portal editing is turned off for the kept vendor after a merge.

Can I undo a vendor merge?

No. Completed vendor merges cannot be undone. If you accidentally merge vendors in the wrong direction or notice a problem afterward, contact Planpage Support for help.