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Merging duplicate customer records

Choose the record to keep and merge only the duplicates you select.

Open Exhibitors & bookings and press Merge duplicates. The page groups possible matches using company name, email and phone number.

  1. Select the radio button beside the record you want to keep.
  2. Tick only the duplicate records that should be merged into it.
  3. Leave unrelated or uncertain records unticked.
  4. Review the selected count and confirm the merge.

Bookings and other linked activity move to the keeper. Blank keeper fields are filled from the selected duplicates, notes are joined, and the selected duplicate records are removed. The operation cannot be undone, so check the keeper carefully.