10 STEPS

1.  In this tutorial, we'll guide you through the process of merging duplicate contacts within Xero.

2. The first step is to go to Contacts > All contacts.

3. Search for the contacts to merge by entering their name or other relevant details.

4. From the results, check the box next to the duplicate only.

5. Click Merge.

6. In the pop-up, search for the primary contact.

7. Click the primary contact to confirm your selection and click Merge.

8. Click Confirm merge.

9. You'll get a notification that the contacts have been merged.

10. That's it. You're done.

Thank you for your time.

11 STEPS

1.  In this tutorial, we'll guide you through the process of merging duplicate customers within Lightspeed.

2. The first step is to open the Customers tab.

3. Search for the customers to merge by entering their name or other relevant details.

4. Ensure both customers to merge are visible on the screen at the same time so you can check both boxes. When searching, use contact details that appear in both records; in this example, the name was sufficient.

5. Check the boxes beside the records to merge.

6. Click Choose an action then Merge customers.

7. Select the primary customer profile to keep.

8. For the duplicate, select Merge and delete customer from the dropdown.

9. Click Merge.

10. You'll receive a notification confirming that sales have been transferred to the primary record and the duplicate has been deleted.

11. That's it. You're done.

Thank you for your time.

12 STEPS

1.  In this tutorial, we'll guide you through the process of merging duplicate contacts within the Vital platform.

2. To access the deduplication tool, go to Setup > Data Management > Contacts.

3. There are multiple attributes available in the Filter section. This will show any records that match on the selected criteria.

4. Switch on different combinations of filters based on the criteria you want to check.

5. Select 100 in Rows per page to display the maximum number of contacts at once.

6. Click Check duplicates to display results.

7. Find the contacts you want to merge and expand the row to view additional details.

8. The first record in the list is selected as primary, but you can change this by clicking Set as primary.

Remember to apply the Things to remember before merging in Vital section for guidance on which contact should be set as primary.

9. You can edit the primary record’s data (such as phone numbers, email, etc.) to define what the final deduplicated record will look like.

10. When ready, click Merge contact to combine the selected records into a single primary record. All associated records, such as jobs, quotes and invoices, will be transferred to the primary record.

11. You'll receive a final prompt warning that all contacts, except the primary, will be deleted. Click Yes to proceed.

12. That's it. You're done.

Thank you for your time.