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Finding Duplicate Customers

This article explains how to find duplicate entries in your customers database. For information on merging duplicate customers, please see Merging Duplicate Customers.

Find Duplicates

To find duplicate customers, first click on “Search” in the top left, and then “Customers” in the options that appear. This will bring up your customer database.

To begin searching for duplicates, click on the “Duplicates” button in the toolbar. This will open the “Find Duplicates” window.

Use the dropdown box at the top of the window to select the duplicate criteria you wish to search by. The grid below will display a summary of customers that match on that data – for example if you select “Email” as a match type, then every customer with the same email address will be counted and displayed here.

Merging

For information on merging these duplicate customers, please see Merging Duplicate Customers.

Updated on June 20, 2018

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