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How do I merge duplicate customer?

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As your business grows, there may be a chance of accumulating duplicate customer profiles with overlapping information. To keep your Customers tab clean and organized, use the Find Duplicates feature to merge/combine duplicate records.

  • Navigate to the Customers tab then Find Duplicates.
  • Enter a name, email, or phone number in the Search Criteria fields to search for duplicates.
  • Click Search.
  • Matching duplicate records will appear in a list below.
  • Use the checkboxes to select the customer to be merged.
  • Select the fields that will be retained in the merged profile. The field that will be retained in the new profile will display in the (Merged Customer) column.

  • Click Merge at the bottom of the page when all fields to be maintained are selected.
  • If the merge is successful, you will be taken to an updated customer profile that will contain a Merge Successful! message.

Please note, this action cannot be undone. Fields that are not selected will be permanently deleted. Profiles cannot be merged if both have active credit accounts.

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