How can I merge flexible and restricted databases?

Both original databases are retained and unaffected by a merge. If the merged database does not meet expectations, you may try the merge again with different settings.

Procedure

  1. In Data, go to View Data or Manage.
  2. Select the databases to be merged and click the Merge option.
  3. Confirm the correct databases are selected and enter a name for the new database.
  4. Determine which database will take precedence.

    If you allow the flexible database to take precedence, then your newly merged database data job will fail. The database that is restricted must take precedence, but either database's format can be used.

    Option 1: The restricted database takes precedence and the flexible database's contact source format will be used.

    Option 2: The restricted database takes precedence and the restricted database's contact source format will be used.