Archiving & merging
Archive what's no longer active and merge duplicate clients, projects, and people.
- How does archiving work in Operating?
- How to archive and unarchive projects
- How to merge clients, projects, and peopleMerging entities in Operating helps you clean up duplicates, consolidate data across systems, or handle project continuations. This guide walks you through how to merge entities and what to expect during the process.
- How to merge Time Off projects Sometimes after an import you might need to do this