Merge Tool

Merge Tool

Overview

The merge tool is designed to help users clean up their records by combining duplicate entries, such as companies, G/L Accounts, items. It simplifies data management by merging similar records into one, reducing clutter and ensuring accurate financial reporting. This tool is especially useful for businesses that deal with frequent data imports or manual entries. By using the merge tool, users can maintain a cleaner, more organized data, improving efficiency and minimizing errors in their accounting workflows.

The Merge tool in CustomBooks™ can assist with completing that task.  The following objects may be merged in CustomBooks™:
  1. Chart of Accounts 
  2. 1099 category
  3. Addresses / Contacts
  4. Bank transaction categories
  5. Classes
  6. Companies
  7. Contact persons
  8. Countries
  9. Item Categories
  10. Items
  11. Locations
  12. Lots
  13. Payment methods
  14. Payment terms
  15. Price levels
  16. Product conditions
  17. Projects / Jobs
  18. Return reasons
  19. Sales People
  20. Serial numbers
  21. Shipping carriers
  22. States
  23. Unit of Measure Sets (UoM Sets)
  24. Units
  25. World Countries

Merging objects using the Merge Tool

1.) Navigate to Admin Panel → Utilities → Merge tool.
2.) Highlight the data type you'd like to merge and click Next.

3.) Check the checkbox next to the records to merge, then click the Next link.


4.) Click Set as original on the record that was the original or will be the original record, if necessary. Also displayed here is the code and the number of occurrences the merge tool found of each record. Click Next.


5.) For each field in the record, choose which value to keep in the new, merged record by clicking the radio button next to the value then click Merge.



The tool will merge the records and present you with a confirmation and a link to the log for the merge.