Skip to main content

Merging customer profiles

Keep your customer records clean by learning how to merge profiles in Adfin.

Chris Carty avatar
Written by Chris Carty
Updated over a week ago


How to merge customer profiles

Tip: it's possible to merge up to 50 customer profiles at a time!

Steps

  1. Go to the ‘Manage customers’ tab
    Start by heading to the Manage customers section of your dashboard.

  2. Select the customer profiles you want to merge
    Tick the boxes next to the customer records you’d like to combine.

  3. Click ‘Merge customer profiles’
    Use the action bar at the bottom of the screen to begin the merge process.

  4. Choose which records to keep
    You’ll be able to pick and mix from the selected profiles:
    – Keep one customer’s main profile
    – Retain a specific customer’s direct debit mandate
    – Retain a specific external accounting platform connection
    This flexibility ensures you hold onto the most useful and accurate data.

  5. Click ‘Merge & retain selected records’
    Once you're happy with your selections, confirm the merge.

  6. That’s it – we’ll take care of the rest
    Adfin will delete the redundant records and automatically move their payments and invoices over to the customer profile you chose to keep.

Any changes you make here will only apply to Adfin: we are not able to merge customer data in your accounting software.

Did this answer your question?