> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://care.coreware.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# coreSTORE - Customers - Merging Duplicate Customers


Learn how to efficiently merge duplicate customer records to maintain a clean and organized customer database, ensuring accurate and streamlined information management


1. Click on  Sales

![Step 1 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1jvmtwy.png)


2. Click on Customers

![Step 2 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_lnafj7.png)


3. Click on Find Duplicates by Name

This function allows merging records with the same name

![Step 3 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_131omfx.png)


4. Click on Find Duplicates by Email

This function allows merging records with the same email address

![Step 4 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_lkk7xa.png)


5. Click on the results if you wish to merge them

![Step 5 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1dyx08e.png)


6. The other way to merge the customers is by selecting the checkboxes for the two records and then clicking "Merge."

![Step 6 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_13h3uaa.png)


7. Click on Merge

![Step 7 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_1y1doxz.png)


8. Review the FROM Customer to TO Customer and Hit OK

This will move the other record to the Deleted record and keep only one record for the customer.

![Step 8 Screenshot](https://storage.crisp.chat/users/helpdesk/website/-/6/9/8/9/6989aace46840400/image_e8ga8a.png)
