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Coupa Success Portal

Managing Merge Requests

Your company may have more than one account/profile in the CSP. This can happen when several users from the same company register or are invited to the CSP through different email addresses.

Accounts with the same email address are merged automatically (regardless of which invite message you use to create your account, since both invites are sent to the same email address).

The suggestions to merge accounts are based on email domain. For example, all the users with the @example.com domain get suggestions to merge. Merge suggestions appear in the right-hand column on the Home page.

If you know that a suggestion is invalid, click on the Remove button and you won't see the request again.

If you want to merge an account, click on the Request Merge button and select an account to be the parent account and add a note.

Selection Description
My Account

This causes the other account to be merged into your company account. The other user's company account is removed.

You continue to be the administrator for the merged company account, and the previous administrator becomes a regular user in the merged account. You can make them an administrator if you want. See Managing Users for more info.

Their Account

Your company account is removed. The other user's company account becomes the only company account.

You can no longer be the account administrator, but the administrator of the existing account can choose to make you an administrator of the merged account.

Merged accounts use the following rules:

Element Merge Behavior
Connected customers and customer profiles Any connected customers are retained in the new account. The existing email address remains the contact email for the customer. If the customer is connected to both accounts, the parent account connection is retained and the merged account connection is removed.
Remit-to addresses Remit-to information is transferred only for addresses that are available to all customers.

You can also search for a specific account to merge, for example, if the account isn't listed or the list is too long to search for the specific account that you want. Clicking on the Click here link takes you to the Admin Merge Requests page. You can access this page also by clicking on the Admin tab on the main menu and on the Merge Requests link on the left.

Provide the email address of the account you want to merge, and click Request Merge. and use the info above for making the request.

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