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Who uses this: Merging is done from a customer record’s Actions menu. Availability: All regions.
When the same customer has been entered twice, their work is split across two records — a job booked on one, an invoice sent from the other. Merging duplicate customers combines the two records into one and lets you decide which details the surviving record keeps.

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Overview

You start a merge from one of the two duplicate customer records, using Merge Customers on the Actions menu. The Merge Customers window puts the record you started from on the left as Customer 1, the record you search for on the right as Customer 2, and the merged record in the center column. You copy details from either side into that center column, then select Save Customers to combine the two records into one.

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Video walkthrough

Watch a short walkthrough of merging two customer records, then follow the written steps below.

Video walkthrough: merging duplicate customer records in FieldPulse

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Before you begin

  • Confirm the two records are the same customer. Merging combines them into a single customer record.
  • Know which details you want to end up with. The merged record keeps only what appears in the center column of the Merge Customers window.

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On web

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Start the merge

  1. Open the customer record of one of the two duplicates and select Actions. The Actions button highlighted on a customer record, next to Create Job, Create Estimate, and Edit
  2. Select Merge Customers under Update on the Actions menu.
The Actions menu open on a customer record with Merge Customers highlighted in the Update column

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Choose which details to keep

  1. In the Merge Customers window, search the Customer 2 field on the right and select the duplicate record you want to combine with the first. The Merge Customers window with the Customer 2 search field highlighted and a list of matching customers open below it
  2. To take every detail from one record, select Customer 1 or Customer 2 next to Use source properties from at the top of the New customer column. The New customer column header with the Use source properties from Customer 1 and Customer 2 links highlighted
  3. To take one detail on its own, hover over that field on the record you want it from and select the green arrow icon to copy it into the New customer column.
The green arrow icon highlighted beside the Status field on the Customer 1 side of the Merge Customers window

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Save the merged record

  1. Review the New customer column in the center. The merged record keeps only the details shown there.
  2. Select Save Customers.

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What the merged record keeps

The two records become one customer record, displaying the details you copied into the center column. The jobs, invoices, and history from both records stay with that single merged record.

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FAQs

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What happens to jobs and invoices when I merge two customers?

Merging combines two records into one customer, and the jobs, invoices, and history attached to both records stay with the merged customer. During the merge you choose which details end up on the surviving record — take every detail from Customer 1 or Customer 2, or copy individual details one at a time into the New customer column. See How to Merge Duplicate Customers for the full process. Your merge is working when the two duplicates appear in your customer list as one record, showing exactly the details you copied into the center column.