Merging Party Sites

You can merge party sites either within a single party or between a pair of parties that you are merging.

Note: If every party site address to be merged is also an account site address for the same respective party, then tax validation applies to the merge. See: Tax Validation for Merge.

To merge party sites:

  1. Navigate to the Party Sites tabbed region after you enter the basic merge batch information. See: Merging Parties or Merging Party Sites of a Party.

  2. Enter the from site's address and the appropriate merge operation, Merge or Transfer Party Merge.

  3. If you enter the Merge operation, you must enter an address for the merge-to party site.