Merging duplicate customers

Merging duplicate customers — this article covers what it is, where it lives in OneSuit and exactly what to do. Part of the Customers & Suppliers section of the OneSuit Knowledge Base.

Where to find it: People → Customers

Steps

1. Search both records.
2. Move sales to the correct one (edit invoice customer).
3. Deactivate the duplicate.

Tips

• Import by phone number avoids duplicates.

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