CustomBooks™ Product Perks: May 2026 - Merge Tool

CustomBooks™ Product Perks: May 2026 - Merge Tool

CustomBooks Merge Tool is a powerful, system-wide feature designed to keep your data clean, organized, and up to date.

By combining duplicate records into a single source of truth, the Merge Tool helps streamline your data, eliminate confusion, and ensure accurate reporting across your system.

Key Highlights:

  • Seamlessly consolidate multiple records with step-by-step guidance throughout the merge process.

  • View where records have been used before merging, allowing for informed decision-making.

  • Easily choose the data fields to be retained or changed with the merge.

  • Receive clear, detailed results upon completion providing confirmation and peace of mind.

Common Business Use Cases for Merge Tool:

  • Company Mergers:

    Combining the transaction history and records of two companies that have merged into one entity.

  • Inventory Consolidation: Merge duplicate inventory items into a single, accurate record.

  • Operational Updates: Handle location changes, salesperson updates, and more with ease.

Keep your data accurate, reduce redundancy, and maintain clarity across your organization with the CustomBooks Merge Tool!

See it in Action Now:


For more information on the Merge Tool click here.

For Training or Support on the Merge Tool contact the Professional Services team and schedule an appointment:

Learn more about all of our Professional Services: https://help.custombooks.com/portal/en/kb/articles/professional-services

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