Occasionally, you will find the need to merge two customers together due to duplicates that exist, out-of-business customers, or anything in between. MarketTime offers the ability to do this in the Customer Merge Tool.
What you'll learn
- How to merge one customer into another.
This feature is found on the Customers screen with the Transfer/Merge button found at the top of the list of Customers.
The act of transferring data/merging customer can not be undone. Please proceed with caution.
Merging Customers
Begin by clicking the Transfer/Merge button found on the right side of the screen:
Select Customers to Merge
Similar to the Manufacturer Transfer feature, you'll choose the customer that you will be moving data From and who the data will be going To using the corresponding fields in the window. Simply type in a name to begin searching.
Once you've selected your customers, it will display basic information about each, giving you a general idea of the data that will be transferred.
Select Data to be Transferred
After selecting the From and To customers, you'll select the data you'd like to move using the options on the left side of the window. By default, basic information and order history are selected.
By default, all information except the From customer's Bill To information is selected.
Selecting the Basic Information option will overwrite your To customer's Bill To information with the From customer's Bill To information.
Managing Ship To Locations
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NOTE: The "Manage Ship To Mapping" capability within the Customer Merge tool is not currently functioning as expected. If you merge two customers and the result is duplicated Ship To addresses within the Bill To customer record, please email support@markettime.com and provide the following information. Our Support team will perform the needed Ship To merge for you.
- B ID of the Bill To customer - please provide this in text (not a screenshot)
- Clear statement on how would like the Ship To locations to be merged – e.g., a listing of which Ship To Location(s) should remain, and which Ship To location(s) should be merged so they are no longer visible
- When submitting the request to our Support team, please put the following text in your Support ticket / email title: "Customer Ship To Merge".
- Ship To Merges should be sent in as individual tickets. "Bulk" update tickets will be closed.
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After you've selected the To and From customers, you may manage their respective Ship To locations as well.
This allows you to consolidate Ship To locations in the event you're merging duplicate customers, and you want to avoid the merge resulting in the same Ship To location more than once.
Simply select the desired Ship To from the From customer, and map it to the To customer's desired Ship To location.
Perform the Merge
When ready to perform the merge and transfer the data you've selected, click the Merge button.
When clicking this button, you'll be asked to confirm the action once more. Click Yes to complete the merge.
