Merging Duplicate Accounts

Steps to Merge Duplicate Accounts

In this example, we are merging two accounts for ABC Compay.  One has the correct data and the otherhas a single mod file.

 

Step 1: Export Data from the Duplicate Account

1. Navigate to the duplicate ABC Company account (the one containing only one mod file).

2. Open the file with the mod and export the following reports:

   • Policy Excel file

   • Payroll Excel file

   • Claims Excel file

3. Save these files locally. These will be used to re-create the data in the correct account.

 

Step 2: Import Data into the Correct Account

1. Go to the correct ABC Company account.

2. Manually create a new file for the missing state or rating period (in this case, we will use the following):

   • State: WI

   • Rating Date: 10/01/2024

3. Once the file is created, import the exported Excel files:

   • Policy

   • Payroll

   • Claims

This will populate the correct account with all the relevant data from the duplicate.

 

Step 3: Delete the Duplicate Account

Once you've verified that all data has been successfully transferred and imported:

1. Go back to the duplicate account.

2. Review for any remaining unique data (if any).

3. Once confirmed, delete the duplicate account to avoid confusion and maintain a clean database.