What to do about Duplicated Customer Records.

Sometimes accidents happen, and you end up with duplicated records, or a customer uses a different email address during a pre-approval that creates a new customer record. These things are easily solvable.

Removing unwanted customer records can be done through your accounting software (Xero, MYOB, QuickBooks etc) and Pinch will automatically detect these changes and sync them. 

When it comes to merging customer records you can now do this yourself, and our merge tool (Found at the top of a customer record) will give you guidance on how to perform this merge. 

*The most common reason a duplicate record might appear in your system is miss-use of the "New Customer Pre-approval" link. in your account settings. This link should only be used for new customer records, and Pinch will generate a new customer records