Online Help | Desktop App

Merging Inventory Item records

As different users or services create Inventory Item records or the new records are imported from , a piece of hardware may be represented in the system with more than one record. In this case, you can start the Merge Inventory Item wizard from the duplicate record that you want to merge into the target record that you want to keep. The duplicate (source) record will be then deleted.

The wizard will give you a choice how to overwrite the data in the target record with the data from the source record. Although, these associated objects will be always added from the source record to the target one:

To merge two Inventory Item records into one:

  1. Open the duplicate (source) Inventory Item record.

    IMPORTANT: Make sure not to start the Merge Inventory Item wizard from the target record that you want to keep. You will select that target record later.

  2. On the Module menu, click Actions > Merge with. The Merge Inventory Item wizard starts.

  3. Select the target Inventory Item from the Target Inventory Item drop-down list, then Next.

  4. From the Overwrite Mode drop-down list, choose how you want to insert the source data into the target record:

    • Overwrite only blank values in the target record - only blank fields of the target record will be filled out with the values from the source record.

    • Do not overwrite any values in the target record - no field values in the target record will be changed.

    • Overwrite all values in the target record - all fields of the target record will be filled out with the values from the source record.

    • Overwrite only non-blank values in the target record - only non-blank fields of the target record will be filled out with the values of the source record.

  5. Click Next.

  6. Review the merge settings and click Start.

  7. Once the merge is complete, leave the View the details of the target Inventory Item now check box selected if you want to open the target record details now, or clear it. Then click Finish to close the wizard.

If you have more than one record for the same Inventory Item, you can merge the data from an additional Inventory Item record into the primary record.

While merging, you can choose how to overwrite the data of the primary (target) record with the data of the additional (source) record. Although, all tickets and the following associated objects are always added from the source Inventory Item record to the target one: