# Customer Merge

<p class="doc-lead">Customer Merge combines duplicate customer records into one target customer. Historical transactions and balances move to the retained customer.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/settings/customer-merge?id=overview">Overview &amp; List View</a>
<a href="#/settings/customer-merge?id=quick-start">Quick Start</a>
<a href="#/settings/customer-merge?id=fields">Fields</a>
<a href="#/settings/customer-merge?id=actions">Actions</a>
<a href="#/settings/customer-merge?id=faq">FAQ</a>
<a href="#/settings/customer-merge?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Settings → Others → Customer Merge</b>.

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<b>List columns</b>: Id, Customer (from), Customer (to), Notes.

<b>List actions</b>: New, View, Edit, Delete.

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<h2 id="quick-start">Quick Start</h2>

<h3>1. Identify duplicates</h3>
Confirm which customer record to keep (<b>Customer to</b>) and which to retire (<b>Customer from</b>).

<h3>2. Create merge</h3>
Click <b>New</b>, select both customers, add <b>Notes</b> for audit.

<h3>3. Save and verify</h3>
Open the target customer and reports to confirm balances and history consolidated.

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<h2 id="fields">Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Customer (from) * | Duplicate record to merge away. |
| Customer (to) * | Customer that remains after merge. |
| Notes | Reason or reference for the merge. |

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<h2 id="actions">Actions</h2>

New, View, Edit, Delete — treat merges as controlled transactions; verify before delete.

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<h2 id="faq">FAQ</h2>

<p><b>Can I undo a merge?</b></p>
<p>Merges are significant data changes. Contact your administrator; prevention (correct master data entry) is preferred over repeated merges.</p>

<p><b>Which record survives a merge?</b></p>
<p>You select a primary customer to keep. Transactions, balances, and contacts from the secondary customer move to the primary.</p>

<p><b>Can I merge suppliers?</b></p>
<p>Customer Merge applies to customer masters only. Correct duplicate suppliers manually or through your administrator's data tools.</p>

<p><b>Will merged customers appear on reports twice?</b></p>
<p>No. After merge, history rolls up under the primary customer party code.</p>

<p><b>Should I merge or suspend duplicate customers?</b></p>
<p>Merge when records are true duplicates. Suspend extras if you need to block new use without combining history yet.</p>

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/sales/customers">Customers</a></li>
<li><a href="#/sales/reports/customer-summary">Customer Summary Report</a></li>
</ul>