---
title: Merging Properties
description: Merge Properties
---
[Skip to content](https://support.dealius.com/knowledgebase/merge-properties#main-content)
[Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us)
[](https://dealius.com/)
Open main navigation
Close main navigation
- [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new)
- [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new)
[Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us)
How can we help you?
- There are no suggestions because the search field is empty.
1. [Dealius Knowledge Base](https://support.dealius.com/knowledgebase?hsLang=en-us)
2. [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us)
3. [Properties](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#properties)
# Merging Properties
## How to consolidate duplicate property records into a single primary property.
**Overview**
Multiple property records can be merged into one to eliminate duplicates and consolidate associated records. Select between 2 and 20 properties from the Properties grid using the checkboxes, then click **Merge**.
**Merge Page**
The merge page displays each selected property in a collapsible block showing its associated records. Each block can be expanded or collapsed for review. An icon next to each property name opens the property profile in a new tab.
**Associated records shown per property:**
*Spaces:* Space Name, Unit/Suite #, SF.
*Listings:* Listing ID, Type, Listing Name, Space Name, SF Available, Date On Market, Expiration Date, Status, Last Updated.
*Deals:* Deal ID, Rep Type, Deal Name, Client Name, Status, Close Date / Est. Close Date, Last Updated.
*Comps* (created from property or listing, not from a deal): Comp ID, Comp Name, Type, SF, Close Date, Last Updated.
*Tasks:* Task Type, Task Name, Assigned To, Due Date, Status.
To remove a property from the merge selection, click the **X** icon next to its name. Hovering over the icon shows the tooltip: *"Exclude this property from this merge process."*
**Selecting the Primary Property**
One property must be designated as the **Primary** — this is the record that will be retained after the merge. All associated records from the other properties will be re-linked to the Primary. Selecting a primary property is required before the Merge button becomes active.
---
**Confirmation & Options**
Once the Primary is selected and Merge is clicked, a confirmation popup appears listing the primary property and all properties to be merged. The following options are available:
- **Transfer Notes** — Transfers notes from duplicate properties to the Primary. Selected by default.
- **Transfer Documents** — Transfers documents to the Primary. Selected by default.
- **Transfer Property Gallery** — Transfers gallery images to the Primary. Selected by default. Spaces relinked during the merge carry their gallery files over automatically.
- **Confirm checkbox** — Must be checked before the Merge button can be clicked. *"This action cannot be reversed. Please confirm to initiate the merge process."*
**Actions:**
- **Merge** — Runs the merge and redirects to the Properties list with a *"Properties Merged"* success message.
- **Merge & View Property** — Runs the merge and redirects to the Primary property profile.
- **Cancel & Back to Properties** — Cancels the merge and returns to the Properties list.
---
**Merge Logic**
- All links to listings, tasks, comps, deals (including closed deals) are updated to point to the Primary property.
- Data within deals, listings, comps, and tasks is not changed by the merge — it continues to reflect the original property data. Clicking **Refresh** on any of those records will update the property data from the Primary.
- The Primary property's profile data is preserved and not overridden.
- Property status is recalculated after the merge based on all newly linked records. For example, if an available property is merged with an off-market property linked to a closed deal, the resulting property becomes Off Market.
- The merge is recorded in the Properties Export to Excel as: *Merged By \[username\] on \[date/time\]*. If a property has been merged multiple times, only the most recent merge details are retained.
- [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#main-content)
- [People](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#people)
- [Comps](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#comps)
- [Tracker](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#tracker)
- [Closing & Deleting a Deal](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#closing-deleting-a-deal)
- [List of Deals](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#list-of-deals)
- [System Settings](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#system-settings)
- [Outlook Plug-in](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#outlook-plug-in)
- [Cashflow](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#cashflow)
- [Manage Data](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#manage-data)
- [Notifications](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#notifications)
- [Brokers](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#brokers)
- [Tasks](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#tasks)
- [Authorization / Login](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#authorization-login)
- [Adding a Deal](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#adding-a-deal)
- [Properties](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#properties)
- [Leaderboards](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#leaderboards)
- [QuickBooks Integration](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#quickbooks-integration)
- [Glossary & Formulas](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#glossary-formulas)
- [Accounting](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#accounting)
- [Listings](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#listings)
- [Accounting Reports](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#accounting-reports)
- [Deal Profile & Entries](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#deal-profile-entries)
- [My Settings](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#my-settings)
- [CRM Pro](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#crm-pro)
- [Dealia - AI](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#dealia-ai)
- [Outlook Sync](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#outlook-sync)
- [Public API](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#public-api)
- [SharpLaunch Integration](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#sharplaunch-integration)
- [Roles & Permissions](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#roles-permissions)
- [Reports](https://support.dealius.com/knowledgebase/reports?hsLang=en-us#main-content)
- [Reporting Videos & Tutorials](https://support.dealius.com/knowledgebase/reports?hsLang=en-us#reporting-videos-tutorials)
- [Login & Settings](https://support.dealius.com/knowledgebase/login-settings?hsLang=en-us#main-content)
- [Login & User Profile Settings](https://support.dealius.com/knowledgebase/login-settings?hsLang=en-us#login-user-profile-settings)
- [Tracker](https://support.dealius.com/knowledgebase/tracker?hsLang=en-us#main-content)
- [Broker Tracker Video & Tutorials](https://support.dealius.com/knowledgebase/tracker?hsLang=en-us#broker-tracker-video-tutorials)
- [Accounting](https://support.dealius.com/knowledgebase/accounting?hsLang=en-us#main-content)
- [Accounting Videos & Tutorials](https://support.dealius.com/knowledgebase/accounting?hsLang=en-us#accounting-videos-tutorials)
- [Deals](https://support.dealius.com/knowledgebase/deals?hsLang=en-us#main-content)
- [Deals Videos & Tutorials](https://support.dealius.com/knowledgebase/deals?hsLang=en-us#deals-videos-tutorials)
- [People](https://support.dealius.com/knowledgebase/people?hsLang=en-us#main-content)
- [People Videos & Tutorials](https://support.dealius.com/knowledgebase/people?hsLang=en-us#people-videos-tutorials)
- [Tasks](https://support.dealius.com/knowledgebase/tasks?hsLang=en-us#main-content)
- [Task Videos & Tutorials](https://support.dealius.com/knowledgebase/tasks?hsLang=en-us#task-videos-tutorials)
- [Dashboard](https://support.dealius.com/knowledgebase/dashboard?hsLang=en-us#main-content)
- [Dashboard Videos & Tutorials](https://support.dealius.com/knowledgebase/dashboard?hsLang=en-us#dashboard-videos-tutorials)
- [Properties & Listings](https://support.dealius.com/knowledgebase/properties-listings?hsLang=en-us#main-content)
- [Properties & Listings Videos & Tutorials](https://support.dealius.com/knowledgebase/properties-listings?hsLang=en-us#properties-listings-videos-tutorials)
[](https://dealius.com/)
201 Specialty Point, Sanford, FL 32771
Copyright © 2025,