Manually merge multiple profiles or duplicates
Duplication can happen when Plecto receives data from different systems that use the same employees, in which case each employee will be imported separately.
To merge two or more employee profiles, go to Settings > Employees.
Select two or more employees from the list, then click Merge in the action bar at the bottom.
Select which employee profile you'll keep - the one that stays will show Keep profile on the left, all others will be merged into that profile. The profile you keep will inherit all other's data, including permissions.
Click Confirm merge to finish. Note – This action cannot be undone!
Smart merging suggestions
Plecto automatically scans for potential duplicates. If it finds any, you'll be able to approve or discard the merging suggestions:
Go to Settings > Employees > Manage duplicates.
There, you can approve or discard each section one by one, or apply a general command by clicking Approve all/Discard all in the top-right corner. If you want to exclude some profiles from merging, you can remove them from the selection.
The sections you discard will be moved to the Discarded tab.
Automatic merging
Plecto can auto-merge external accounts (employee profiles imported from an external system such as Salesforce or Adversus) based on the employee email.
It means that if you connect Plecto to multiple systems, Plecto will merge the employee profiles that use the same email. The merging happens when Plecto receives a new registration made by the employee.
You can see which external accounts (also called systems, data suppliers) your employees are connected to in Settings > Employees.
To see more details, click Edit in an employee row and scroll to the bottom of the page to see the employee's external ID and an email address in case they provided one.