# Merging client records

> How to combine into a single record the records of the same person registered more than once, for example from different channels: what you choose, what is merged automatically and what passes to the new record.

Last updated: 22 October 2026. Source: https://narciso.io/en/docs/unire-clienti/

**Unisci** (Merge) is used when the **same person** has been registered more than once, for example because they wrote from WhatsApp, from Telegram and from Instagram and each channel created a different record. The records chosen are replaced by **a single new record**, which gathers the appointments, sales, points and chats of all of them.

> **Warning.** The merge **cannot be undone**. The original records are deleted and there is no command to bring them back. Before merging, check that you have selected the records of the same person.

## Who can do it

Only the **Titolare (owner) and Responsabile (manager)**. An Operatore (operator) sees the button, but on confirming receives at the bottom of the window the red message «Operazione riservata a Titolare o Responsabile.» (Operation reserved to the Titolare or Responsabile.) and nothing changes.

## How to get there

1. In the Anagrafica (see [Clients](https://narciso.io/en/docs/clienti/)) search for the person with **Ricerca** (Search) and select with a click **all** their records. The order in which you select them matters only for the preferred barber (see below).
2. With two or more rows selected, the **Unisci** button appears in the bar (see [Data tables](https://narciso.io/en/docs/tabelle-dati/)).
3. Press **Unisci**.

You can merge only records that are visible in the location you are working in.

## The «Unisci clienti» window

At the top: **UNISCI CLIENTI · N SCHEDE** (MERGE CLIENTS · N RECORDS), the title «Una sola scheda per la stessa persona» (A single record for the same person) and the sentence «Le schede selezionate vengono eliminate e ne nasce una nuova: appuntamenti, vendite, punti e chat passano tutti lì.» (The selected records are deleted and a new one is born: appointments, sales, points and chats all go there.)

A strip with four summaries:

| Summary | What it shows |
|---|---|
| **Schede** (Records) | How many records are being merged |
| **Canali** (Channels) | The channels linked to the records (WhatsApp, Telegram, Instagram, Facebook, Email, PEC), without repetitions; «—» if none |
| **Totale speso** (Total spent) | The sum of the total spent of all the records |
| **Punti** (Points) | The sum of the loyalty points of all the records |

Below, the box **«Da scegliere · N»** (To choose · N) lists the fields in which the records have **different values**. If there are none, **«Nessun dato in conflitto»** (No conflicting data) appears with the sentence «Le schede non hanno valori diversi: basta confermare.» (The records do not have different values: just confirm.)

### Choosing the conflicting values

For each conflicting field you choose **one** of the options, with the dot on the left. Each option shows the value and, on the right, which record it comes from: the channels linked to the record (for example «WhatsApp · Telegram») or, if it has none, «Scheda del gg/mm/aaaa» (Record of dd/mm/yyyy).

- Identical values appear only once. The comparison ignores spaces; for email and tax code it also ignores upper and lower case, for phone numbers the way they are written (spaces, hyphens, prefix 00 or +).
- An empty field in a record does not count as a value: if only one record has the data, that one is taken.
- For **Nome, Cognome, Telefono, WhatsApp, Email, Data di nascita, Codice fiscale and Canale acquisizione** (First name, Surname, Phone, WhatsApp, Email, Date of birth, Tax code and Acquisition channel) you can also write **another value** in the «Scrivi un altro valore…» (Write another value…) row (for the date the date picker appears).
- For **Genere, Fidelity card and Foto** (Gender, Fidelity card and Photo) you choose only among the options offered; for the photo you see the previews.

The fields that can be in conflict are eleven: Nome, Cognome, Telefono, WhatsApp, Email, Data di nascita, Genere, Codice fiscale, Canale acquisizione, Fidelity card and Foto.

### What is merged automatically

Everything else requires no choices:

| Data | How it is merged |
|---|---|
| Labels, skin conditions, home-visit addresses | Combined without duplicates |
| Notes, technical notes, allergies | The texts are appended, so as not to lose anything |
| Privacy and marketing consent | A single «yes» in one of the records is enough |
| Privacy signature date | The most recent |
| Consent to face analysis (haircut preview) | It stays if even a single record had given it, with the most recent date |
| Preferred barber chosen by hand | The first one indicated, in the order in which the records were selected |
| Locations | Merged: the new record appears in all the locations of the original records |
| Total spent and points | Added together |
| Last visit | The most recent |
| «Cliente dal» (Client since) | The oldest registration among the records |

### What passes to the new record

Appointments, sales, redeemed rewards, queued automatic messages, chats and channel contacts, haircut preview analyses, KlimaCard payments and promotions reserved for specific clients follow the person onto the new record.

**Loyalty card.** One card per client: onto the new record passes the card chosen in the «Fidelity card» field, with the **points balance of all** the cards. The other cards are cancelled.

## The buttons

- **Annulla** (Cancel) and the **X** at the top right close the window without doing anything (so does a click on the dark background). They are locked while the merge is in progress.
- **Unisci N schede** (Merge N records) is disabled until **all** the conflicting fields have a choice (and, if you chose «another value», until something has been written). During the operation it shows «Unione in corso…» (Merge in progress…).

## The outcome

- **Successful**: the window closes, the selected rows disappear from the table, a new one appears and the green notification **«N schede unite in una»** (N records merged into one) appears. The selection is cleared.
- **Unsuccessful**: the text appears in red at the bottom left of the window, which stays open.

| Message | Meaning |
|---|---|
| Unione non riuscita (Merge unsuccessful) | Generic error: try again |
| Seleziona almeno due clienti diversi da unire. (Select at least two different clients to merge.) | The selection does not contain two distinct records |
| Uno o più clienti non sono stati trovati. (One or more clients were not found.) | A record was deleted in the meantime, or is not visible in the location you are working in: reload the page and select again |
| Il nome non può essere vuoto. (The name cannot be empty.) | «Another value» was chosen for the name and it was left empty |
| Operazione riservata a Titolare o Responsabile. | The user is an Operatore |

## Summary procedure

1. Search for the person and select all their records.
2. Press **Unisci**.
3. Check the summary (channels, total spent, points).
4. For each field in «Da scegliere», choose the right value or write a new one.
5. Press **Unisci N schede**.
6. Check the green notification and check the new record in the table.

## Common problems

| Situation | What to do |
|---|---|
| The «Unisci» button does not appear | At least two rows must be selected |
| «Unisci N schede» is grey | The choice for one or more fields in «Da scegliere» is missing |
| An Operatore cannot merge | The operation is reserved to the Titolare and Responsabile |
| I merged the wrong records | The merge cannot be undone: correct the data of the new record with **Modifica** (Edit) and, if needed, recreate the missing records by hand |

## Related entries

- [Clients](https://narciso.io/en/docs/clienti/)
- [Data tables](https://narciso.io/en/docs/tabelle-dati/)
- [Loyalty points](https://narciso.io/en/docs/punti-fedelta/)