Merging customers helps maintain a clean database by consolidating duplicate records. This process transfers all associated records, ensuring accurate data management. By merging duplicate customer records, you can ensure your data remains accurate and organised.
This action is irreversible, so review the details carefully before proceeding.
View Setting
➡️ Navigate to the customer you want to merge > Click Edit > Advanced options > Merge customer
How to merge
To merge the customers, follow the below steps.
Start typing the name of the customer you want to keep in the Into this customer field.
Select the correct customer from the dropdown menu.
Review the customer details:
The customer on the left will be retained.
The customer on the right will be permanently deleted.
Click Merge to finalise the action.
Once merged, a note will be created in the Communications tab, recording:
The name of the merged customer.
The date and time of the action.
The user who performed the merge.
Click here to see how a customer is merged
Click here to see how a customer is merged
Customers must be of the same customer type to merge. Refer to the Customer type article for more details.
What happens after merging the customers?
All contacts, estimates, jobs, invoices, credit notes, and payments will be transferred to the selected customer.
The customer you are merging into will keep their creditor days, SLA, stored payment cards, and third-party accounting reference, while all data from the merged customer will be transferred.
Account credit from both customer accounts will be combined.