Merging Vendors/Customers
This FAQ will go over how to merge Vendors or Customers.
To merge a vendor or customer, go to System > Data Utilities > Misc > Rename and Delete. In this example it will be customer accounts merging. The delete permission for items, vendors, or customers is needed to use this feature.
!! Be aware that once something is merged, there is no way to revert it. !!
- Select the customer to remove and the account to merge it into, then click update and delete.
- A similar process is available for G/L accounts and Product IDs.
- When a customer or vendor is merged, the contact methods will be kept from the old account and added to the new account.
Batch Merging Customers
In order to create a batch update, an excel file needs to be creating in the correct format listed in Paradigm. All that is required is the old ID and the new ID to merge it into, like the example below. The rules for import are as follows:
- The file must be in an excel file.
- The file must have two columns with headers.
- The first column header is labeled OldID
- The second column header is labeled NewID
- Once that has been created, click on the “Batch Update and Delete” button by customer.
- Then select the file button to upload and choose whether to rename only, merge only, or both.
Deleting Customers
Batch update be used to delete multiple customers at once.
- Enter the IDs of the products getting deleted in the “OldID” column and fill down the “MI” product (or any other product ID of your choosing) in the “NewID” column.
- Select the file to import and select “Merge Only”.
- This will merge the customers.
Changing Customer IDs
Another use for this is when a batch of customers need new Customer IDs.
- Enter the current ID in the “OldID” column and the new one in the “NewID” column.
- Select the file and choose “Rename Only” before importing.
Batch Update and Delete is also available for Product IDs.