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Merge pull request Expensify#65775 from Expensify/maddylewis-patch-5
[NO QA] Create Merge-Accounts.md
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---
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title: Merge Accounts
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description: Learn how to merge multiple Expensify accounts to consolidate data and simplify logging in.
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keywords: [merge accounts, New Expensify, account consolidation, personal account, company account, merge data]
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---
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<div id="new-expensify" markdown="1">
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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.
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---
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# Important Notes About Merging
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- **Merging accounts is permanent and cannot be undone.**
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- You must log in to the **company account** and merge the **personal account** into it.
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- You **cannot merge**:
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- A company account into a personal account.
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- Two company accounts on private domains.
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**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.
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---
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# How to Merge Accounts
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1. Log in to the account you want to keep as your primary account.
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2. In the left-hand menu, go to **Account > Security**.
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3. Click **Merge Accounts**.
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4. Enter the **email address or phone number** for the account you want to merge into this one.
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5. Check the box that says **"Yes, I understand this is not reversible"**.
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6. Click **Merge Accounts**.
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7. Check your email for the magic code sent by Expensify.
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8. Enter the code into the prompt and click **Merge**.
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---
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# FAQ
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## What happens to my data when I merge accounts?
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The following items from the merged account will be transferred to your primary account:
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- Receipts and expenses
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- Expense reports
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- Invoices and bills
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- Imported cards
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- Secondary logins
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- Co-pilots
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- Group workspace settings
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</div>

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