How to Merge Custom Fields in ClickUp

Merging duplicate Custom Fields in ClickUp helps you clean up your Workspace, maintain consistent data, and simplify reporting across your tasks, Lists, and Folders. This step-by-step guide explains exactly how to merge fields, what changes to expect, and how to safely manage data conflicts.

What merging Custom Fields in ClickUp does

When you merge Custom Fields in ClickUp, you combine two or more fields of the same type into a single field. This reduces clutter and ensures everyone is using the same data structure throughout your Workspace.

After a merge, the selected fields are consolidated into one primary field. The merged field keeps the name and most of the settings from the field you choose as the destination.

Requirements to merge Custom Fields in ClickUp

Before starting, make sure you meet the following requirements:

• You must be a Workspace owner or admin.
• You need access to the Custom Fields Manager.
• The fields you merge must be of the same field type (for example, Text with Text, Number with Number).

If you do not see the option to merge, you likely do not have the correct permission level or the fields are incompatible types.

Open the Custom Fields Manager in ClickUp

To begin merging fields, you will first open the Custom Fields Manager in ClickUp.

1. Open your Workspace.
2. Click on your avatar or profile menu, then open the settings area if required by your plan.
3. Navigate to the Custom Fields section, sometimes called the Custom Fields Manager, depending on your version of ClickUp.

From here, you can see all fields created across your Space, Folder, List, and task levels.

Prepare to merge Custom Fields in ClickUp

Before you merge anything, review your existing fields and identify true duplicates. Look for fields that:

• Have the same or very similar names.
• Serve the same purpose, such as “Customer ID” versus “Client ID”.
• Are the same type, like Text, Number, Dropdown, or other supported field types.

It is a good idea to communicate any changes with your team so they understand which field to use after the merge.

Step-by-step: Merge Custom Fields in ClickUp

Follow these steps to merge your fields safely.

1. Select the Custom Fields you want to merge in ClickUp

1. In the Custom Fields Manager, locate the fields you want to merge.
2. Use the checkboxes next to each field name to select two or more fields of the same type.
3. Once multiple compatible fields are selected, look for a Merge or similar action button that becomes available.

If the merge option is not visible, verify that all selected fields share the same field type.

2. Choose the primary destination field in ClickUp

1. After clicking the Merge option, a dialog will appear asking you to choose one field as the main or destination field.
2. Review the names, settings, and usage of each selected field.
3. Select the field you want to keep as the surviving field after the merge.

The destination field will usually keep its name and settings, and all data from the other selected fields will be moved into it where possible.

3. Review how values are merged in ClickUp

Next, review how existing values will be handled:

• All compatible values from the merged fields are moved into the destination field.
• If two fields contain values for the same task, ClickUp needs to choose which value to keep.
• For certain field types, options or choices from multiple fields can be combined into the destination field.

The merge confirmation dialog will summarize what is going to happen before you proceed.

4. Resolve data conflicts during the merge

When two or more fields have different values on the same task, a conflict occurs. During the merge process, you may see options like:

• Keep the destination field’s value when conflicts happen.
• Keep the most recently updated value, if supported.
• Keep the value from a specific source field.

Choose the conflict resolution option that best fits your use case. This step is important to preserve accurate data after merging Custom Fields in ClickUp.

5. Confirm and complete the Custom Field merge

1. Review the summary of changes in the merge dialog.
2. Confirm that the destination field name, type, and options are correct.
3. Click Merge or Confirm to start the process.

The merge runs across your Workspace. After completion, you will see only the destination field, with all merged data consolidated into it.

What happens after you merge fields in ClickUp

Once a merge is complete, several changes take place automatically:

• The destination field remains and is updated with data from the merged fields.
• The other fields that were merged are removed from views and task details.
• Reports and Dashboards that used the old fields now rely on the surviving field, when possible.

This helps keep your ClickUp environment clean and reduces confusion for your team.

Limitations of merging Custom Fields in ClickUp

When planning a merge, keep the following limitations in mind:

• You can only merge fields of the same type.
• Certain advanced or formula-based fields may not support merging.
• Some changes may be permanent and cannot be undone.

Always double-check that you are merging the correct fields. If needed, export your data before large changes so you have a backup.

Best practices for managing Custom Fields in ClickUp

To avoid duplicates and reduce future cleanup work, use these best practices:

• Standardize naming conventions for fields across your teams.
• Designate an admin or owner to review new fields regularly.
• Use existing global fields when possible, instead of creating new ones with similar names.
• Periodically audit your Custom Fields Manager to identify candidates for merging.

These practices help keep your ClickUp Workspace organized and your reports accurate.

Learn more about ClickUp Custom Fields

For the official product details and the latest behavior of the merge feature, see the original documentation from ClickUp here: Merge Custom Fields article.

If you need expert help optimizing your workflows, automations, and Custom Field strategy, you can work with specialists who implement and configure ClickUp at scale. Visit Consultevo for consulting and implementation services.

Summary: Clean up your workspace with ClickUp field merges

Merging Custom Fields in ClickUp is a powerful way to remove duplicate fields, resolve conflicts, and ensure everyone is working with a single, reliable source of truth. By carefully selecting fields, choosing the correct destination, and reviewing how values are merged, you can safely consolidate data and simplify reporting throughout your Workspace.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`