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Exact Synergy Enterprise   

Removing duplicate accounts

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Modules ? Customers ? Reports ? Quality analysis ? Deduplication


A correct and up-to-date customer database is a commodity. The data is used to communicate with your customers, to correctly perform analysis and create statistics, and to make sure your invoices, orders, and quotations are delivered to the right customers. However, because of many reasons, the data can become unreliable. This could be caused by incorrect manual entry, imports, or organizational procedures.

One of the problems encountered is the fact that one physical customer can exist in the database multiple times. This could cause several problems such as your customer receiving the same mailer multiple times to sending invoices to the wrong address because the multiple customer records contain different address data.

The deduplication feature aims to minimize or remove and merge data that are similar or identical. This helps in creating a cleaner and smaller database where doubles are eliminated. The deduplication feature is designed to maintain the database. As such, it is suggested that it is preferably run once every few months, depending on how frequent new data is added.

Roles and rights

To define the criteria and conditions to remove and merge similar data, function right 608 — Allows to perform accounts/contact deduplication tasks is required. By default, users with the Administrator role have this function right.


  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 260 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I remove duplicated accounts?

  1. Under the Master settings section at Merge, select the method for the deduplication process.
  2. At Contacts, select the method to merge the contacts of the accounts.
  3. Define other criteria, if necessary.
  4. Click Process.

Keep in mind: All fields with the "!" icon are mandatory.




Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.944.714
 Assortment:  Date: 05-02-2018
 Release:  Attachment:

ESE-OH260-Removingduplicateaccounts-final.docx 34.0 KB View Download