Merge contacts

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

If a contact appears multiple times in the address book, this can cause confusion when matching payments and outstanding invoices. Duplicate contacts often occur when a payment results in the creation of a new contact (for example, if a vendor uses a different trade name or if the Chamber of Commerce number differs).

To clean up the address book, there are two options:

• Delete a contact: only possible if no documents, transactions, or other data are linked to the contact yet.
• Merge contacts: the most suitable option if there is already a history or documents linked to the contact.

How does merging work?

When merging, the data from both contact records is combined into a single remaining contact card. The redundant contact cardis automatically deleted immediately after the merge.

What is merged?

All linked history and data are transferred to the remaining contact card:

• address information
• email addresses
• bank accounts
• documents
• bookings / transactions
• appointments
• tasks
• projects
• email.

Data priority

The data from the remaining contact card always takes precedence. For example, if both contact cards have different phone numbers listed, only the phone number from the remaining contact card will be retained.

Merge two contacts

To merge two contacts:

• click on the Contacts icon in the navigation bar
• search for and open the contact card you want to delete (the duplicate/unnecessary contact card)
  
  
  
• click on the Merge button
• In the now-opened window, locate the contact that should remain
• select the remaining contact and confirm the merge.