How to Clone a Merge Ruleset OneMerge Free Edition

OneMerge Training – How to Clone a Merge Ruleset

The purpose of this article is to provide step-by-step instructions on how to clone a Merge Ruleset from OneMerge Free Edition to Standard or Enterprise Edition. OneMerge Standard or Enterprise Edition needs installing into the same environment as OneMerge Free Edition first. 

Guided Setup Free Edition 

To clone a Merge Ruleset, follow these steps:    

  1. From the OneMerge Application Home page, click Guided Setup in the footer. 
  2. On the first screen select the Setup Action Clone a Merge Ruleset to OneMerge (Standard or Enterprise Edition) and click the Next button (as shown below). 
  3. On the next screen select the Merge Ruleset to clone, and click the Next button. 
  4. The next screen should show a success message, click the Finish button. 
  5. To clone further Merge Rulesets, repeat the steps above.

Additional Information

To validate the cloned OneMerge Free Edition Merge Rulesets have been copied across to OneMerge Standard or Enterprise Edition, look on the relevant Home Page in the Merge Rulesets Panel.

Article last reviewed: 2023-10-31