Interfolio — What is Retained/Lost in an Account Merge?

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What is Retained/Lost in an Account Merge?

Action	Details
Data Kept from Primary Account (where the merge was initiated)	Name Profile Information (pos, org, title, etc.) Notification Email (Note: All account email addresses are merged into one account) Address Education Info Communication Preferences Affiliations ID Numbers
Most Important Data Kept from Primary or Secondary Account	Interfolio will keep the most important data from a Primary or Secondary account during the merge process. For example, if the primary account has a blank address field while the secondary account has an address filled in, Interfolio will update the address on the primary account to match the address on the secondary account when the accounts are merged. Selected Dossier Plan (if relevant) Credit Card Data Merged Together from both Accounts
Data Kept From Account (All Products)	Email Addresses Note that the Interfolio notification email will be the primary email. All Interfolio Services Dossier Plan and Expiration Faculty180 Account Associations Portfolio (for legacy users) SSO Records Google SSO Credentials Transactions\Receipts and Purchase Records Account Balance\Credit
Data Kept From Dossier	Documents Writer Documents Document Tags Collections Deliveries Account Login Record Saved Guidelines Shares Received Document Shares Document Comments Document Comment Replies Position Applications
Data kept from Account API Info For Faculty Search / Review, Promotion, & Tenure	Accounts Institutions Users Permissions Saved Searches Title Associations
Data Kept From Faculty Search	Search Applications Annotations Ratings/Rating Averages Tagging Tags Comments Committee Members Custom Zip Files EEO Flags Message Templates Position Creator “Read Records” Saved Position Searches Recusals
Data Kept From Review, Promotion & Tenure	Tenure Packets Administrator Recusals Annotations Access Audit Comments Committee Members Combined Files (pdf/zip) Packet Attachments Read Documents Share Recipients Shares (sender) Taggings Temporary Committee Members
Data kept From Faculty Activity Reporting (FAR)	If only one account has FAR, all of the FAR permissions and information will be maintained on the kept account If both accounts have FAR: An engineering ticket is auto-created at the end of the merge process, and then our team will investigate the best course of action to merge the info.