## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back](./)

# 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** and same **GST treatment** 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_ and select **Customers** (for customers) or _Purchases_ and then select **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 or Vendors](/books/kb/images/contacts/merge-customers-in.png)

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 the **More** icon and choose **Merge** and follow the steps mentioned above.

![merge multiple customers/vendors](/books/kb/images/contacts/merge-in.png)

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 and click the **More** icon.
*   Then, choose **Link to customer/vendor**. Linking customers to vendors will treat them as two different customers/vendors and will not merge their transactions. [Learn More](https://www.zoho.com/books/help/contacts/link-customer-and-vendor.html) about linking customers.

* * *