Merging Customer Records in NetSuite

The Duplicate Detection & Merge feature allows you to merge duplicate customer records in NetSuite to consolidate them into a single record. This process is essential for maintaining data integrity and streamlining customer management.

When merging a source customer record into a target customer record, all information from the source will be integrated into the target record. This includes relationships, communications, addresses, sales data, marketing information, and other pertinent data stored in subtabs.

Important Considerations

• The target customer record will only be updated if the corresponding fields in the target are blank. If a field already has data, it remains unchanged during the merger.
• After the merge, the source customer record is deleted from the system.
• If you are a NetSuite OneWorld user, you can merge customer records across different subsidiaries; however, both records must have the same VAT Registration Number.
• Always ensure that both source and target records contain accurate data before proceeding with the merge.

How to Merge Customer Records

To merge two customer records, follow these steps:

1. Navigate to Lists > Relationships > Customers.
2. Click Edit beside the name of the source customer record (the one to be merged). This record will be deleted following the merge.
3. Click Merge at the top of the record page.
4. In the Merge Customer page, the selected source record will appear in the Duplicate field.
5. Select the target customer to merge into in the Primary field.
6. Review the Duplicate/Primary Summary tab to confirm the selected records.

   Warning: Merged records cannot be reversed.

7. Optionally, check the Prolong Timeout box to allow more time for the merge, reducing the potential for timeout errors.
8. Click Merge.
9. Confirm the irreversible action in the prompt by clicking OK.
10. The Duplicate Resolution Status page will show the process as queued. Click Refresh to monitor or Cancel to stop the process.
11. Click the target record link to verify that it contains the data from the source record, shown under the System Information subtab in the System Notes subtab with Duplicate Resolution noted in the Context column.
12. Return to Lists > Relationships > Customers to confirm the source customer no longer exists in the list.

Note: Ensure that the Duplicate Detection & Merge feature is enabled to display the Merge button on customer records. An admin can enable this feature via Setup > Company > Enable Features, located under the General subtab in the Data Management section.

For more information on merging different record types or additional configurations, refer to the appropriate NetSuite documentation.

Related Topics:

• Creating a Customer Record
• Creating a Subcustomer Record
• Viewing Recent Customer Activity
• Inactivating or Deleting Customers

Source: This article is based on Oracle's official NetSuite documentation.

Key Takeaways

• Merging consolidates customer records, enhancing data management.
• Only blank fields in the target record are updated during the merge.
• The source customer record is permanently deleted post-merge.
• The process is applicable across subsidiaries with the same VAT number.
• Validate records for accuracy before proceeding with the merge.