Merging Customer Records
The Duplicate Detection & Merge feature lets you merge duplicate customer records to create a single record. For more information about the feature, see Duplicate Record Detection.
When you merge the data from a source customer record into a target customer record, the target customer record receives all source customer information. This information includes all relationships, communication, address, sales, marketing, financial, and other subtab lists data.
Whether the target customer record is updated depends on the status of the field on the target customer record. If the target record field was blank, data is added from the source customer record. If the target field already contains data, the field is not updated.
During the merge process, NetSuite deletes the source customer record.
If you use NetSuite OneWorld, you can merge customer records that have different and multiple subsidiaries. However, both the source and target customer records must have the same VAT Registration Number.
You should validate that the source and target customer records contain clean, accurate data before you merge the records.
In OneWorld, you can merge customer records that are shared with multiple subsidiaries only if they do not have a relationship with a vendor record.
To merge two customer records:
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Go to Lists > Relationships > Customers.
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Click Edit next to the name of the customer whose record will serve as the source customer.
This is the customer record that will be merged into the target customer record. NetSuite deletes this customer record during the merge process.
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From the Actions list, select Merge.
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At the prompt to confirm you want to leave the source customer page, click Leave Page.
On the Merge Customer page, the source customer record appears in the Duplicate field.
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In the Master field, select the target customer into which you want to merge this source customer record.
Warning:You cannot reverse merged customer records.
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Click Merge.
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At the prompt to confirm the irreversible merge action, click OK.
On the Duplicate Resolution Status page, the duplicate resolution action appears as queued with Cancel link at the end of its line.
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To process the merge, click Refresh, or to halt the process, click Cancel.
The Status column shows the results of the process.
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To verify that the target record contains the data from the source record, click the link to the target record and view it.
On the System Information subtab on the System Notes subtab, the merge appears with the value Duplicate Resolution in the Context column..
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Go to Lists > Relationships > Customers and verify that the source customer no longer appears in the customer list.
The Duplicate Detection & Merge feature must be enabled for the Merge button to appear on the Customer record. An administrator can go to Setup > Company > Setup Tasks > Enable Features. This feature is located in on the General subtab in the Data Management section.
For details about merging duplicated records of different types such as vendors and partners, see Merging Different Types of Records.