The Merge Entitites/Contacts Action can be used to:

  • Merge two customer leads
  • Merge two contacts

Unfortunately, QBO does not support a merge of customers, so merges can only be done to Customer Leads which are not synced to QuickBooks.

Note: This action is used only for those using QuickBooks QBO. There is a separate article for those who are using QuickBooks on the desktop.

Merge Customer Lead

This will merge two Customer Lead records together from the Customer table. You will need to provide the Record IDs of the two Customer Leads

As indicated in the action itself:

  • Merge cannot be undone.
  • All records and details across all apps related with 'From Entity' will be moved to 'To Entity'.
  • Sync Customer Leads are not synced to QuickBooks, no data will be synced to QuickBooks Online. 

Merge Contact

This will merge two Contact records together in the Contacts table. You will need to provide the Record ID of the contacts in order to merge them. 

Again, this only affects Method. QuickBooks Online does not have contacts so nothing will be synced to QBO. 

As indicated in the action itself:

  • Merge cannot be undone.
  • All records and details across all apps related with 'From Contact' will be moved to 'To Contact'.
  • 'From Contact' will be deleted from Method.
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