Merge client accounts

In BILLmanager, you can merge two client accounts into one. The main account will have services, payments, and expenses of both clients. 

Complete the following steps:

1. Go to Tools → Merge clients.
2. Select the Primary account and Merging account. 
3. Click on Next. 
4. Make sure that you have specified the accounts correctly. 
5. Click on Finish.

Processing referral relationships when merging clients

When two clients are merged, the system applies the following rules:

• preserving and extending relationships: the current relationships of the primary client (referrer or referee status) are fully preserved. At the same time, all referees and referrers of the joined client that the primary client did not already have are transferred to the primary client;
• data transfer: if the primary client does not participate in the program, the system transfers the referral relationships from the joined client;
• preserving rewards: the system preserves all actual and planned rewards of both clients, even if they have not been accrued yet;
• breaking cyclic relationships: if the clients were each other's referrer and referee, the system deletes this relationship. Their other referral relationships are preserved;
• separation by providers: if there are relationships with different providers, the system preserves separate records for each provider.

Examples

Example 1. The primary client is a referrer, and the joined client is a referee with no own referees

After the merge, the primary client keeps the referrer status. Since the joined client has no own referees, there is nothing to transfer. The primary client becomes a referee for the person who previously referred the joined client.

Before the merge:

• Client A (primary) is a referrer and has referees: Client B and Client C;
• Client D (joined) is a referee, and its referrer is Client E. Client D has no own referees.

After the merge:

• Client A keeps the referrer status and its referees (Clients B and C remain linked to it);
• Client A becomes a referee for Client E (takes over Client D's relationship);
• Client D's account is deleted, and all its relationships are transferred to Client A.

Example 2. Both clients are referrers (each has its own referees)

After the merge, the primary client keeps all its referees. In addition, all referees of the joined client are transferred to it. The primary client becomes the referrer for the merged group.

Before the merge:

• Client A (primary) is a referrer and has referees: Client B and Client C;
• Client D (joined) is a referrer and has referees: Client E and Client F.

After the merge:

• Client A keeps the referrer status and its referees (Clients B and C remain linked to it);
• Clients E and F (former referees of Client D) move under Client A's management;
• Client A becomes the referrer for the merged group of four clients: B, C, E, and F.

Example 3. The primary client is a referee, and the joined client is a referrer

After the merge, the primary client keeps the relationship with its referrer. In addition, all referees of the joined client are transferred to it. The primary client remains a referee for its referrer and becomes a referrer for the new group at the same time.

Before the merge:

• Client A (primary) is a referee, and its referrer is Client B;
• Client D (joined) is a referrer and has referees: Client C and Client E.

After the merge:

• Client A keeps the relationship with its referrer, Client B (remains its referee);
• Clients C and E (former referees of Client D) move under Client A's management;
• Client A remains a referee for Client B and becomes a referrer for Clients C and E.