Accounts can only be merged together if they share the same Account Role. For example, two Constituent accounts can be merged successfully, but we cannot merge a Constituent and User account together.

Follow the steps below to manually merge two accounts:
  1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the Account Name (you can click either of the accounts that will be merged)
  4. Click the Account Settings link from under the account header
  5. Click Merge Role in the Tasks menu
  6. Type in the name of the account you want to merge into
  7. Click Find
  8. Click the name of the duplicate account from the search results
  9. Select your merging preferences from the duplicate merge page; for information on which preferences to choose, view the Account Merge help guide
  10. Click Save