How to merge customers

When you need to merge customers, this can be done quickly and easily in just a few clicks.
The newly created customer will have all the products (agreements, payment links, etc.) from both parties.

1. Go to your customer overview
2. Click on Merge
3. Select the customers, you can search for them using the search and filter options
4. Once two customers are selected, the merge options are displayed
5. Select the information you want to use from both customers
6. Click on Merge

• Related articles:
• Overview of your customers
• Customer details
• /customer/new_customer.html
• Edit a customer
• Delete a customer
• Import and export customers