If you integrate with e.g. Pipedrive and Podio we import all the active users.
If you have integrated both or maybe created some employees manually, it can happen that you have the same employees twice.
In a few steps the guide below will show you how to merge employees that figure twice or more on your employees list.
Here is how to do it:
- Choose 'Merge with another employee' from the 'Action' menu.
NB: Please always start with the occurrence with the highest role here:
- Integration user
- User (in Plecto)
Important update for Close.io, Adversus, Salesforce and Pipedrive v3 users:
We have started to match the External User, e.g. the user in Salesforce/Adversus, on e-mail. This means that we now auto-merge users by e-mail from the following integrations: Close.io, Adversus, Salesforce and Pipedrive v3.