Skip to content
Vinosoft
en/de
Topics

Merge duplicate customers

Combine two records for the same customer into one, keeping their history together.

If the same customer was entered twice, you can merge the records so their invoices, contacts, and history all live under one address.

Merge two customers

  1. Open the customer you want to keep in Addresses.
  2. At the top of the edit page, click Merge.
  3. Choose the other record — the duplicate — that should be merged into this one.
  4. Confirm the merge.
The Merge screen opened from a customer, with the field to select the duplicate record.
The Merge screen opened from a customer, with the field to select the duplicate record.

Related: Create a customer.

Was this article helpful?