How to find and merge duplicate customers
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
- Open duplicate customersIn the customer/CRM area, open the duplicates view. RushFlow groups records that share a phone number or email.
- Review a groupCheck the grouped records are really the same person before acting — you decide, RushFlow only suggests.
- 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.
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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