Merge Records

Use this page to merge information from external data sources with information in a Sugar record. The left-most column displays existing data in the Sugar record. The columns on the right display selected data from the data sources.

  1. To merge data for a specific field in the Sugar record, click the corresponding left arrow button. To merge data for all the fields, click SmartCopy.
    When you have data from two or more data sources, SmartCopy will merge data from the right-most data source first.The merged data displays in the left column.
  2. Click Save to merge the data into the Sugar record.