🔄 What Does “Merging” Mean?
Merging combines two customer profiles into one. During this process, you’ll choose:
Keep Profile — the profile that remains active
Remove Profile — the profile that will be deactivated
✅ What Happens to the Keep Profile?
The keep profile stays largely unchanged, with only two possible updates:
Notes:
Any notes from the remove profile are appended to the bottom of the keep profile’s notes.Account Number:
If the keep profile does not have an account number, it will inherit the one from the remove profile.
If it already has an account number, the remove profile’s number is discarded.
👉 No other profile details are automatically merged.
🚫 What Happens to the Remove Profile?
The profile is deactivated, meaning:
It will no longer appear in normal searches
It cannot be used going forward
The record is not deleted and can still be accessed internally if needed.
⚠️ Important: What Does Not Transfer
The following details from the remove profile are NOT copied to the keep profile:
Name, website, logo, description
Addresses (billing, shipping, etc.)
Phone numbers and email addresses
Tax settings, billing terms, credit limits
Custom fields and file attachments
👉 Before merging, make sure to manually copy any important information (like contact details or addresses) to the keep profile. Once merged, this information will no longer be visible on an active profile.
✅ What Does Transfer
All activity and history from the remove profile is transferred to the keep profile, including:
Invoices and billing history
Payments
Direct bill account and balance
Aircraft / tail numbers
Contacts
FBO logins
Orders and fuel records
FlightBridge reservations
💳 X-1PAY (Adyen) Credit Cards (Special Case)
If your FBO uses X-1PAY/Adyen for payment processing:
Saved credit cards from the remove profile will not transfer
A warning will appear during the merge process
👉 Be sure to notify the customer that their saved cards may need to be re-entered.
🔁 Can a Merge Be Reversed?
Yes. The system logs all changes made during a merge, including:
What data was moved
Any duplicates created
This allows for review and reversal if needed.
✅ Pre-Merge Checklist
Before completing a merge, confirm the following:
You’ve selected the correct keep and remove profiles
Any important details (addresses, phone numbers, emails, etc.) have been manually copied
You’ve checked whether Adyen is in use and informed the customer if needed
The correct account number is assigned to the keep profile (if applicable)
Need more help? Contact X‑1FBO Support for further assistance