How to Merge Duplicate Contacts

It can sometimes happen that a customer or supplier is accidentally created more than once, resulting in duplicate entries. To resolve this and ensure your contact list is clean, accurate, and up-to-date, you can merge these duplicates into a single contact.

How to merge contacts:

1. Log in to your Envoice company account.
2. Open Contacts from the menu.
3. Use the search bar to find the duplicate contacts. Enter the name or other relevant details to locate them.
   
   
4. Select the contacts you wish to merge by checking the boxes next to their names.
5. Click on Options, then select Merge. You will then be prompted to choose which contact you wish to keep as the primary one.
   
   
   
   
6. After clicking the Merge button in the pop-up, all selected contact records will be merged into the primary contact you chose. The other (duplicate) contacts will be removed from the system.

Important: Please be aware that duplicate contacts might also exist in your accounting software. To prevent these duplicates from being synced back to Envoice during the next synchronization, ensure you perform the same merge action in your accounting software as well.