Merge duplicate client records to consolidate their assets, reports and account data under a parent client. Merging retains the child record and its identity; unmerging restores it as a standalone client.

You need access to the clients and permission to update Client Settings. An LMX-enabled client cannot be merged into another client because LMX data is not merged. Merge other clients into the LMX-enabled client instead, or review its license assignment before proceeding.

Merge clients

1. Open account Settings > Clients > Clients.
2. For one client, open its row actions and select Merge client, or open its details drawer and use Client actions beside the name. For several clients, select their rows and choose Merge clients.
3. Search for and select the Destination client that should remain the parent.
4. Review the selection and select Merge.

The source clients and their merged children roll up under the destination. If only some clients merge, review the reason for each remaining client before retrying. Wait for background processing to finish before changing affected parent or child clients again.

Rename a client

1. Open the client’s details drawer from the Clients settings list.
2. Open Client actions beside its name and select Rename client.
3. Enter and review the Client name, then select Rename client to confirm.

Renaming changes only the display name in Lifecycle Manager. It does not rename the organization in your PSA or another source. Existing assets, history, source bindings and sync relationships stay associated with the same client.

Review or unmerge child clients

1. Open the parent client’s details drawer.
2. Review Merged clients.
3. Open the actions beside the child and choose Unmerge, then confirm with Unmerge client.

The child returns to the client list as its own record. If it has the same name as the parent, rename the parent before unmerging. Actions can be unavailable while a client operation is processing; wait for completion and refresh before retrying.

New UI examples

For classic instructions, see Merging and renaming Clients — classic UI.