I am looking to do a merge but just on related records

kbrill — Fri, 06 Mar 2026 14:24:36 GMT

I keep having a need to move all the child records from one account to another account but not do emerge on the actual account. I don't want data from the loser being added to the winner. I just want all the related records moved from one account to the other.
Can DemandTools do this? If it can't it would be a good feature to add.

Re: I am looking to do a merge but just on related records

Pugs_Validity — Fri, 06 Mar 2026 19:58:44 GMT

@kbrill - Yes, you could do this by using Merge Options -> Prefix Records in Dedupe. This will reparent all child records from the non-winning record to the winning record while leaving the non-winning record in your system. You'll need to add a prefix to the non-winning record but this is easily rectifiable, for example, you could easily just add $ as the prefix to the non-winning record, then once done with Dedupe, remove the $ prefix with Modify and a formula StringReplace(${Name}, "$", ""). Additionally, if you do not want the winning record to take on any field data from the non-winning record, set a Field Rule to Do Not Update.

topic I am looking to do a merge but just on related records in DemandTools

I am looking to do a merge but just on related records

Re: I am looking to do a merge but just on related records