How to merge customer profiles
Tip: it's possible to merge up to 50 customer profiles at a time!
Steps
Go to the ‘Manage customers’ tab
Start by heading to the Manage customers section of your dashboard.Select the customer profiles you want to merge
Tick the boxes next to the customer records you’d like to combine.Click ‘Merge customer profiles’
Use the action bar at the bottom of the screen to begin the merge process.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.Click ‘Merge & retain selected records’
Once you're happy with your selections, confirm the merge.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.