Merging duplicate customers

If a customer has been created twice, the two customers can be merged retroactively.

When merging two customers, a distinction is made between the "winner" and the "loser" of the merge.

All orders, assets, samples, invoices, contacts, tasks, and audit trails are transferred from the "loser" to the "winner". If a field, such as the email address, is not entered for the "winner", this field will be adopted from the "loser".
After the merge, the "loser" will be deleted.

Important: The loser must not have any open tasks, otherwise the merge will not work.

To merge two customers, go to Edit customer for the "loser" and click on Merge customers.

Then, on the next page, find the "winner" of the merge and click on Merge customers.

This process cannot be undone.

Precondition for merging duplicate customers are the corresponding access rights. See also instructions: Access rights

Last change: 20.10.2025

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