> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Merging Duplicate Customer Records

> Combine two customer records into one and choose which details to keep, so no jobs, invoices, or history are lost.

Merge duplicate customers without losing key details in FieldPulse! Begin by navigating to the customer record of a customer you'd like to merge and select *Actions*.

<img src="https://mintcdn.com/fieldpulse/em1xiUM_iWHuMCAr/static/images/_api/9573823-merging-duplicate-customer-records/01.png?fit=max&auto=format&n=em1xiUM_iWHuMCAr&q=85&s=c82251f18f92684cc1b1a7209d99bb4f" alt="Click on Actions" width="1200" height="774" data-path="static/images/_api/9573823-merging-duplicate-customer-records/01.png" />

Then, click *Merge Customers*.

<img src="https://mintcdn.com/fieldpulse/em1xiUM_iWHuMCAr/static/images/_api/9573823-merging-duplicate-customer-records/02.png?fit=max&auto=format&n=em1xiUM_iWHuMCAr&q=85&s=5f1fbba7e6272627928aef1cc640c1db" alt="Click on Merge Customers" width="1200" height="774" data-path="static/images/_api/9573823-merging-duplicate-customer-records/02.png" />

You can now search for the second customer record you'd like to merge.

<img src="https://mintcdn.com/fieldpulse/em1xiUM_iWHuMCAr/static/images/_api/9573823-merging-duplicate-customer-records/03.png?fit=max&auto=format&n=em1xiUM_iWHuMCAr&q=85&s=05c7779fd00b6f2373e671d0b997cfaa" alt="Click on search" width="1200" height="774" data-path="static/images/_api/9573823-merging-duplicate-customer-records/03.png" />

If you'd like to use all the details of a single customer's record, use the *Customer 1* or *Customer 2* buttons at the top of the page.

<img src="https://mintcdn.com/fieldpulse/em1xiUM_iWHuMCAr/static/images/_api/9573823-merging-duplicate-customer-records/04.png?fit=max&auto=format&n=em1xiUM_iWHuMCAr&q=85&s=eb1df5eaf231a70195516579a5ebea84" alt="Click on  Customer 1…" width="1200" height="774" data-path="static/images/_api/9573823-merging-duplicate-customer-records/04.png" />

To pull individual details from each customer record, hover over a detail and select the arrow icon to include that detail in the merged customer record.

<img src="https://mintcdn.com/fieldpulse/em1xiUM_iWHuMCAr/static/images/_api/9573823-merging-duplicate-customer-records/05.png?fit=max&auto=format&n=em1xiUM_iWHuMCAr&q=85&s=a7da7f209f21a4d5222b79d881ae2d9c" alt="Click on highlight" width="1200" height="774" data-path="static/images/_api/9573823-merging-duplicate-customer-records/05.png" />

When you're satisfied with your merged customer record, displayed in the center column, press *Save Customers*. Your two customer records will now be merged into a single record, displaying the details you added to the center column.

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# Video Tutorial

<Frame>
  <iframe src="https://www.loom.com/embed/26eb0939f287477fa0f6a00727171fc4?hide_owner=true&hide_share=true" title="Video" className="w-full rounded-lg" style={{aspectRatio: "16/9", border: "none"}} loading="lazy" allow="fullscreen" allowFullScreen />
</Frame>

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**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*
