How do I merge duplicate contacts?

Open one of the duplicate contacts, click the ⋯ menu, choose Merge, and pick the other contact. You choose which contact stays, and everything from the other one moves to it.

Merge two contacts

1. Open one of the contacts.
2. Click the ⋯ menu and choose Merge.
3. Search for the duplicate and select it.
4. Choose which contact to keep, then click Merge.

You can also merge from your contacts list: select two or more contacts, click Actions, then Merge.

What happens when you merge

• Projects, invoices, estimates, payments, tasks, texts, calls, signature requests, notes, and activity history all move to the contact you keep.
• Email addresses and phone numbers from the other contact are added, without duplicates.
• Details the kept contact is missing, like a company or an address, are filled in from the other contact. Details it already has stay as they are.
• If either contact opted out of emails, texts, or calls, the merged contact stays opted out.
• Links to the other contact now open the one you kept.

A merge can't be undone.

A contact can connect to only one QuickBooks customer and one set of saved cards. If both contacts have different ones, Coastline tells you which will be dropped before you merge.

Merge duplicates during an import

When you import contacts from a CSV, Coastline flags any row whose email or phone matches a contact you already have. For each one you can Merge into the existing contact, Skip the row, or Create anyway.

Merge accounts, vendors, and contractors

Go to Contacts and open the Accounts, Vendors, or Contractors tab. Select the records to combine, click Actions, then Merge. When Coastline thinks a record is a duplicate, its page also shows a Merge link.

Who can do this

Merging contacts needs the Delete contacts permission and permission to edit both contacts. Merging accounts needs permission to manage accounts.