👥 How to merge customer profiles
👥 How to merge customer profiles
💡 it's possible to merge up to 50 customer profiles at a time!
Steps
Go to the ‘Credit control’ view
Start by heading to the Credit control section of the console.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:
– Retain 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.
💡 Merge customer suggestions
💡 Merge customer suggestions
If Adfin detects duplicate customers in your account, you’ll be prompted to merge them. You’ll see a Merge suggestions dialog in the navigation bar (see bottom left in screenshot below).
When you click to expand the Merge suggestions dialog, Adfin will guide you through each detected merge group. For each group, you’ll be asked to choose:
Which customer record to retain
Which Xero-linked customer to retain
Which Direct Debit mandate to retain (if applicable)
If the suggested merge is not actually a duplicate, you can click Dismiss this group. This will keep all customer records in the group unchanged and move you on to the next suggestion.
How to merge customer suggestions
Click the Merge suggestions prompt in the navigation bar
Review the detected duplicate customer group
Select the customer record you want to keep
Choose the Xero link to retain (if applicable)
Choose the Direct Debit mandate to retain (if applicable)
Confirm the merge
Once confirmed, the duplicate customers will be merged into a single customer record, and you'll be moved on the review the next group.
Any changes you make here will only apply to Adfin: we are not able to merge customer data in your connected accounting software.