Accounting Ideas

Merge duplicated Customers & Suppliers

Some new software I’m using for my business will duplicate any customers already existing in Sage. Therefore it would be great to be able to merge my duplicated customers on business cloud.

  • Guest
  • Apr 29 2020
  • Love This Idea Likely To Be Coming Your Way
  • Attach files
  • Guest commented
    22 Jan 14:48

    I've had a poor experience with Sage One. It's practically useless since it doesn't warn you about duplicate clients. The select items search function is painfully slow, as it can't handle more than 3000 products. Sage One definitely needs a lot of improvements. Should I call you Pastel? Do you remember Palladium? Their platform seems to be doing much better, but it would be great if it was also in the cloud. Then it would really be a game-changer. Sage One.....just update your Old Pastel as it is awful! :)

  • Guest commented
    October 31, 2023 10:35

    Please will you prioritise this important feature. I can do it in Xero, but not in sage! This is particularly relevant when taking over from a business owner who's tried using sage themselves and failed miserably!!! I don't need 3 supplier accounts for the same company and it makes reconciling accounts an absolute misery! If I need to move invoices to a different supplier account, it means unreconciling first and if it's been on a VAT return I have to credit and create a new supplier invoice! What an absolute pain in the backside. If Sage staff aren't being asked to pressure test the software and using Xero and Quickbooks to compare, then how on earth are you supporting accountants and bookkeepers?! Additionally, it's no good using perfect information and data - you need to be able to sort out a mess like we have to do on a regular basis! Come on Sage - we need you to do better!!!

  • Guest commented
    July 10, 2023 13:23

    Please this will help. My client is linking to a POS system and the Sage API calls keep creating duplicates

  • Guest commented
    May 31, 2023 11:35

    Please make this happen - as this is a vital tool for keeping things straight

  • Guest commented
    March 27, 2023 17:49

    It would be very useful and time saving if the merge customers feature could be implemented.

  • Guest commented
    March 18, 2023 16:02

    What?! Why is this important functionality missing?!

    Learning so many disappointing things now, AFTER switching to this platform.

  • Guest commented
    June 01, 2022 14:29

    An essential feature as other accounting packages offer such a facility to merge accounts..

  • Guest commented
    May 26, 2022 13:33

    essential feature as it is too easy to create duplicated contacts. I use this frequently in Xero.

  • Guest commented
    November 22, 2021 18:01

    It would be realy helpfill to neaten things up and avoid incorrect postings etc.

  • Guest commented
    August 17, 2021 14:55

    this suggestion was brought up back in 2012. sage doesn't care once they have your money. not that intuit is any better but at least you can merge your vendor names.

  • Guest commented
    July 07, 2021 09:17

    Yes!, I am very careful not to create duplicates but my co-worker just cannot grasp it, this needs implementing!!!

  • Guest commented
    May 21, 2021 12:41

    Need this too please, to merge duplicate supplier entries.

  • Guest commented
    January 07, 2021 09:55

    Would be very useful to tidy up duplicates created in error

  • Guest commented
    August 27, 2020 14:12

    This would be superb

  • Guest commented
    August 20, 2020 12:08

    I could really use this option, I believe this should be a basic tool and should already be included in the software

  • Guest commented
    July 15, 2020 15:37

    I would use this a lot! I'm not sure why we end up with duplicates, but it is frustrating and time consuming to attempt to merge them manually.