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

  • 26 December 2023
  • 1 reply
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gorazem
Varsity I
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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? 

Best answer by Laura02

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:

https://community.acumatica.com/ideas/ability-to-merge-customers-vendors-not-just-prospects-3030

Please vote for ability to combine Stock Items here:

https://community.acumatica.com/ideas/inventory-item-merge-2114

Laura

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Laura02
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  • Captain II
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  • May 2, 2024

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:

https://community.acumatica.com/ideas/ability-to-merge-customers-vendors-not-just-prospects-3030

Please vote for ability to combine Stock Items here:

https://community.acumatica.com/ideas/inventory-item-merge-2114

Laura


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