Merge Records
May 27, 2026
The Merge Records feature lets you combine two duplicate or related records into a single surviving record. All associated activities,
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Step-by-step on how to manage advanced servis interactions.
The Merge Records feature lets you combine two duplicate or related records into a single surviving record. All associated activities,
User Permissions: You must be an Admin in Servis.ai to access Webhooks and Workflows What Are Webhooks? Webhooks allow two
This section covers the technical architecture behind servis.ai’s API and integration platform. It is intended for developers and technical architects
To assign an Account record (or any app record) to a specific territory, follow these steps: Create the Territory Field
You can automatically generate documents such as quotes or proposals right from within servis.ai using Document Templates. You can personalize the
Export all your contacts, accounts, opportunities, or custom apps’ records to a single file (one file per app) or customize
Keeping your data up to date is essential for your business. That’s why we offer several quick and easy options
User Permissions: Role-based restrictions. If you are unable to import files, please reach out to your team’s administrator. Prerequisites: Before
If you’re looking for instructions on importing data manually via CSV, please refer to the following article: Import Your Data
In servis.ai, you can add, edit, or delete records within your apps to keep your data up to date. A
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