Question

Customer Management - Duplicate Validation: The duplicate business accounts cannot be merged because they have the Customer type.

  • 26 December 2023
  • 1 reply
  • 51 views

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Hello, 

We have some duplicated Customer accounts from our Shopify and Salesforce integrations. I activated the Duplicate Management with the hope I could merge these, but upon trying to merge two accounts, the MERGE button is greyed out, and I see an error:


“The duplicate business accounts cannot be merged because they have the Customer type.”

Is there anyway to merge Customer accounts? 


1 reply

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Hello @gorazem  ,

I’m not aware of any features in Acumatica that allow merging Customers.  Only Prospects may be merged. Please vote for ability to merge Customers & Vendors here:

Please vote for ability to combine Stock Items here:

Laura

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