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How to find and merge duplicate customers

Web Updated Aug 2026

The same customer often ends up entered several times — a phone number here, an email there, a slightly different spelling. That scatters their purchase history, dues and loyalty across records and makes your CRM untrustworthy. RushFlow finds likely-duplicate customers (by shared phone or email) and lets you merge them into one, keeping the combined history intact.

Step by step

  1. Open duplicate customersIn the customer/CRM area, open the duplicates view. RushFlow groups records that share a phone number or email.
  2. Review a groupCheck the grouped records are really the same person before acting — you decide, RushFlow only suggests.
  3. Merge into a primaryChoose which record to keep as the primary and merge the rest into it. Their purchases, dues and history consolidate under the one customer.

Why a clean customer list pays off

One accurate record per customer means correct dues, reliable loyalty, and marketing that reaches a person once — not five times. Merging is deliberate and you confirm each group, so nothing is combined by accident.

Merging consolidates history under the primary record. Review each group first — it is a deliberate, owner-approved action.

Frequently asked questions

Can RushFlow find duplicate customers?

Yes. It groups likely duplicates by shared phone or email so you can review and merge them into a single record.

What happens to history when I merge?

The merged customers’ purchases, dues and history consolidate under the primary record you keep.

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