{"schema":"exacc.help.page/1","url":"https://exacc.au/help/merge-duplicate-contacts/","title":"Merge duplicate contacts","description":"Merge two contacts that are the same customer or supplier: invoices, bills, payments, notes and files move to the one you keep. It cannot be undone.","category":"Contacts","summary":"Open **Business › Contacts** and click **Merge**. Choose the **Old Contact** (the duplicate) and the **Remaining Contact** (the one to keep) and confirm. The old contact's invoices, bills, payments, notes, files and projects move to the remaining one and the old contact is removed. This cannot be undone.","lastVerified":"2026-10-04","apps":["app"],"processIds":["manage_contacts"],"start":{"label":"Open Contacts","url":"https://app.exacc.au/{dbId}/contacts"},"menuPath":["Business","Contacts","Merge"],"steps":[{"step":1,"title":"Open Merge contacts","body":["Open **Business › Contacts** and click **Merge**."],"url":"https://app.exacc.au/{dbId}/contacts"},{"step":2,"title":"Choose which one goes and which one stays","body":[],"fields":[{"name":"Old Contact","help":"the duplicate. It is removed after the merge.","required":true},{"name":"Remaining Contact","help":"the one you keep. Its details (name, ABN, address, bank) are kept as they are.","required":true}]},{"step":3,"title":"Confirm","body":["Exacc moves the old contact's invoices, bills, payments, activities, notes, documents, projects and compliance records to the remaining contact, then removes the old one. Refresh the list to see it gone."]}],"sections":[{"heading":"Before you merge","body":["Details are not combined: copy anything you need from the old contact (a phone number, the bank account) onto the remaining one first.","Journals and bank rules that name the old contact stay with it, so check your bank rules afterwards."]}],"related":["https://exacc.au/help/manage-contacts/","https://exacc.au/help/add-contact/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}