contacts

How do I merge customers/vendors?

You can merge a customer with a customer and a vendor with a vendor. The process to merge either customers or vendors are the same.

Note: Customers/Vendors that contain the same currency can only be merged.
Transactions associated with the customer/vendor, once merged, will be listed under the master customer/vendor’s transactions.

To merge two customers/vendors:

Go to the Sales > Customers (for customers) or Purchases > Vendors (for vendors), and select the contact you want to merge.
Click the More drop down in the top right corner of the details page and click Merge Customers or Merge Vendors.
Select the Master Customer or Master Vendor you want to merge with and click Continue.
Click Confirm to merge.

merge customers/vendors

If you would like to merge more than two customers/vendors, go to the Customers or the Vendors module and select customers/vendors you would like to merge. Click More > Merge and follow the steps mentioned above.

The master customer/vendor will retain all the transactions of the merged customers/vendors and the merged customers/vendors will be marked as inactive. You can mark the customers/vendors active again but this will not transfer the transactions back to the merged customer/vendor.

Insight: You cannot merge a customer to a vendor. But in case, a person is both a customer and a vendor, you can link them. Select the customer/vendor you want to link > More > Link to customer/vendor. Linking customers to vendors will treat them as two different customers/vendors and will not merge their transactions. Learn More.

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