Hi everyone,
Is there a way to sync the customer data and merge it with the existing one? It looks like it's trying to create a new customer account, but it shouldn't have to do that if the email address already exists in the database.
Is it possible to create a new account, but when it matches the email address, it just merges into the existing one instead of giving us an error?
Best answer by Laura02
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+18
Hello,
In CRM module Acumatica offers Duplicate Validation. If you are using Duplicate Validation, then new records can be ‘cleaned’ prior to import to avoid duplication. Below I have copied information from the Help.
Hello, how can we get the CRM module in Acumatica? I think our Acumatica don’t have this features yet.
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