Skip to main content
Question

Merging Customer records - best practice

  • August 4, 2026
  • 3 replies
  • 49 views
BlairJaguschWR
Freshman I

Does anyone have a well defined process for merging duplicate (or more) customer records?

 

From research i have seen making one customer inactive but then the history with the merged customer is lost. 

 

We have several instances where imported customer data had more than two records.

 

Ideally we would have the ability to compare conflicting data and update all references and documents to this data, and, if possible bring over to the one customer all customer history - having control and being able to make decisions what merges.

Any help, insights or input here would be greatly appreciated!

Blair J

3 replies

R
Captain II
Forum|alt.badge.img+3

​@BlairJaguschWR,

I dont believe there is a native function to merge customers but there is a Idea and acumatica is gathering feedback for this function.

 

 

🚀If I have helped you, "Like" my post. If it solves it mark "Best Answer". 🚀
    BlairJaguschWR
    Freshman I

    ok thanks for this, this post was a while ago but I guess still is like this today.

    Blair J
      meganfriesen37
      Captain II
      Forum|alt.badge.img+13

      I haven’t tried this personally, but if you want to keep the history of the 2 customers together and linked, could you keep the “active” customer as a parent customer and the “inactive” customer as a child customer (you would need to enable the parent/child customer relationships) but I think that may let you do some consolidated reporting from the remaining active “parent” customer?

      Megan Friesen, Contego Software Solutions, Canada
        Terms & ConditionsAccessibility statement
        About Acumatica ERP system
        Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
        © 2008 — 2024  Acumatica, Inc. All rights reserved