How To Merge Customers In Netsuite

How To Articles

Hi there! In this tutorial, we will explore the fascinating realm of merging customers in NetSuite. As a person who has dedicated numerous hours to using this robust CRM software, I can attest that learning how to merge customers can greatly increase efficiency and maintain accurate customer data. Let’s begin!

What is Customer Merging?

Customer merging is the process of consolidating duplicate or redundant customer records into a single, unified record. This helps eliminate data inconsistencies, improve data accuracy, and streamline your customer management process.

Step 1: Identify Duplicate Customers

The first step in merging customers is to identify duplicate or redundant customer records. NetSuite provides various tools and features to help you with this task. One commonly used approach is to run a saved search to identify customer records with similar names, email addresses, or other identifying details.

Step 2: Compare and Analyze Data

Once you’ve identified potential duplicates, it’s important to compare and analyze the data in those records to determine which information is accurate and should be retained in the merged record. This step may involve reviewing customer interactions, order history, or any other relevant information.

Step 3: Merge the Customers

Now that you’ve identified the duplicate customers and analyzed the data, it’s time to merge them into a single record. NetSuite provides a straightforward process for merging customers. Simply select the primary record that you want to retain, and then choose the secondary records that you want to merge into it.

During the merging process, NetSuite will guide you through any potential data conflicts, allowing you to choose which data to retain or overwrite. This ensures that you have full control over the merged customer record and can make informed decisions about data integrity.

Step 4: Clean Up and Validate

After merging the customers, it’s important to perform a thorough cleanup of the merged record. This includes validating the data, updating any outdated or incorrect information, and ensuring that all relevant fields are properly populated.

NetSuite provides various tools to assist with this, such as data validation rules and custom field mapping. Take advantage of these features to ensure that your merged customer record is accurate and consistent.

Conclusion

Merging customers in NetSuite is a powerful tool that can save you time and help keep your customer data organized. By following the steps outlined above, you can confidently merge duplicate customer records and maintain a clean and accurate customer database.
So, why not give it a try? Happy merging!