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| 1 | +--- |
| 2 | +title: Merge Accounts |
| 3 | +description: Learn how to merge multiple Expensify accounts to consolidate data and simplify logging in. |
| 4 | +keywords: [merge accounts, New Expensify, account consolidation, personal account, company account, merge data] |
| 5 | +--- |
| 6 | + |
| 7 | +<div id="new-expensify" markdown="1"> |
| 8 | + |
| 9 | +If you have multiple Expensify accounts, you can merge them into a single login. This combines all of your receipts, expenses, reports, invoices, imported cards, Copilots, and workspace access into one account for easier management. |
| 10 | + |
| 11 | +--- |
| 12 | + |
| 13 | +# Important Notes About Merging |
| 14 | + |
| 15 | +- **Merging accounts is permanent and cannot be undone.** |
| 16 | +- You must log in to the **company account** and merge the **personal account** into it. |
| 17 | +- You **cannot merge**: |
| 18 | + - A company account into a personal account. |
| 19 | + - Two company accounts on private domains. |
| 20 | + |
| 21 | +**Note:** If your company uses **SAML authentication**, a domain admin must approve the request. In that case, you’ll be prompted to **Switch to Classic** to initiate this. |
| 22 | + |
| 23 | +--- |
| 24 | + |
| 25 | +# How to Merge Accounts |
| 26 | + |
| 27 | +1. Log in to the account you want to keep as your primary account. |
| 28 | +2. In the left-hand menu, go to **Account > Security**. |
| 29 | +3. Click **Merge Accounts**. |
| 30 | +4. Enter the **email address or phone number** for the account you want to merge into this one. |
| 31 | +5. Check the box that says **"Yes, I understand this is not reversible"**. |
| 32 | +6. Click **Merge Accounts**. |
| 33 | +7. Check your email for the magic code sent by Expensify. |
| 34 | +8. Enter the code into the prompt and click **Merge**. |
| 35 | + |
| 36 | +--- |
| 37 | + |
| 38 | +# FAQ |
| 39 | + |
| 40 | +## What happens to my data when I merge accounts? |
| 41 | + |
| 42 | +The following items from the merged account will be transferred to your primary account: |
| 43 | + |
| 44 | +- Receipts and expenses |
| 45 | +- Expense reports |
| 46 | +- Invoices and bills |
| 47 | +- Imported cards |
| 48 | +- Secondary logins |
| 49 | +- Co-pilots |
| 50 | +- Group workspace settings |
| 51 | + |
| 52 | +</div> |
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