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Merge duplicate property records

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Summary

Learn how to merge duplicate property records safely, including how data is combined and what to check before merging.

This article covers:

About merging properties

Merging properties allows you to combine duplicate property records into a single record within the system.

Duplicates can occur when importing data or when existing records are not identified during property creation.

This feature helps maintain a clean database by consolidating records, ensuring all related information is stored under one property.

Understand risks and requirements

Merging properties permanently modifies or deletes data and should be used with caution.

  • Only merge properties that represent the same address
  • Merging unrelated properties is not recommended
  • The process is permanent and cannot be undone
  • Properties linked to trust transactions may have compliance implications
Important: Merging properties may affect trust accounting obligations. Always confirm before proceeding.

Merge duplicate properties

Select a primary property and merge duplicate records into it.

To merge properties:

  • Go to: Properties
  • Select the duplicate properties
  • Click More
  • Select Merge
  • Read the Terms of Use
  • Tick, I agree to the above terms and conditions and the MRI Software LLC Terms of Use
  • Click Accept
  • Select the Primary Property
  • Click Merge

After merging, duplicate properties will be removed and their data will be combined into the primary property.

Understand how data is merged

When properties are merged, the system handles data differently depending on the field type.

  • If a field cannot be appended and values are different, the primary property value is retained
  • If a field can be appended, data from duplicate properties is added to the primary property

Appendable data includes:

  • Residents
  • Owners
  • Past owners
  • Appraisal listings
  • Sales listings
  • Trust ledgers
  • Rental appraisal listings
  • Rental listings
  • Territories
  • Property views
  • Building materials
  • Property features
  • Property styles
Note: You cannot delete a property with a listing attached, first you would need to delete any listings attached by selecting the listing in the timeline, clicking the 3 dots in the top right and clicking delete. Once you have done this for any listings/appraisals attached to the property you can select the property in the timeline and delete it.

 

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