Merge Customers: Combine Duplicate Customer Records in Puree

Duplicate customer records are a common problem — especially after importing data from another system, or when multiple team members create records for the same client. Until now, the only way to clean these up was to manually reassign contacts and orders one at a time. Puree's new Merge Customers feature fixes that.

How It Works

Every customer row in the customer list now has a checkbox. Tick the boxes next to two or more customers you'd like to merge, and a floating action bar appears at the bottom of the screen showing the number of customers selected and a Merge Selected button.

Clicking Merge Selected takes you to a preview page where you can see all the details for each selected customer side by side — their contacts, addresses, and order counts. Select which customer to keep using the radio button, then click Confirm Merge.

What Gets Merged

When you merge customers, all related data from the duplicate records is transferred to the customer you chose to keep:

• Contacts — All contacts from the duplicate customers are moved to the target customer
• Addresses — All delivery and event addresses are transferred
• Orders — Every quote and order is reassigned to the target customer
• Documents — Any linked documents are moved across
• Reservations — Venue reservations are transferred
• Xero prepayments — Financial records are reassigned
• Notes — Customer notes from the duplicates are appended to the target customer's notes
• Official address — If the target customer doesn't have an official address but the duplicate does, it's copied across
• Xero contact ID — If the target customer isn't linked to Xero but the duplicate is, the link is preserved

After the merge, the duplicate customer records are permanently deleted. The entire operation happens within a single database transaction — if anything goes wrong, nothing changes.

When to Use It

The merge feature is particularly useful after:

• Bulk importing customers — CSV imports from other systems can create duplicates when company names vary slightly
• Multiple team members creating records — Two people might create a customer for the same client without realising
• Renaming or restructuring clients — A company might change its name or merge with another, leaving you with separate records that should be combined

Step-by-Step Guide

1. Go to the Customers page
2. Tick the checkboxes next to the customers you want to merge
3. Click Merge Selected in the floating bar at the bottom
4. Review the details of each customer on the preview page
5. Select the customer you want to keep using the radio button
6. Click Confirm Merge
7. You'll be redirected to the merged customer's profile with a confirmation message

Important Notes

• This action cannot be undone — make sure you've selected the correct customers before confirming
• You need to select at least 2 customers to merge
• The customer you choose to keep retains its name, type, and all existing data — with the duplicate data added on top
• Stripe payment history is automatically transferred because payments are linked through orders

As always, if you have questions or feedback, reach out to us at email@puree.app.