Merge customers

Deduplicate Tourpaq Office CRM customer records. Find duplicates by email, phone, or address, then merge, accept, or delete customer profiles while keeping bookings and bonus points consistent.

The Merge customers tool helps you deduplicate customer profiles in Tourpaq Office CRM. Duplicates often come from manual entry, imports, or multiple sales channels (web booking, call center, agents).

Merging customers keeps your customer database clean and improves reporting quality. It also helps keep bonus points, bookings, and contact details consistent.

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Overview

At the top of the page, duplicates are automatically grouped based on three criteria:

1. Email address

2. Phone number

3. ZIP code + address

Users can switch between categories using the tabs above the list. The number of remaining groups is shown next to each tab (e.g. 34 remaining).

Each group contains potential duplicates that you can review and merge into a single main customer profile.

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Grouping logic

Customers are automatically grouped by one or more of the following matching criteria:

• Phone number

• Email address

• ZIP code + address

Within each group:

• You may act on the entire group.

• Or you can create and manage subgroups (by selecting specific duplicates).

Once a customer is processed (merged, deleted, or accepted), it will no longer be proposed in future duplicate matches, even if newly created customers share the same data.

Table explanation

Each row represents a customer record within a detected duplicate group.

Columns

Duplicate customer group table: choose the main profile and select which duplicates to merge.

Column	Description
Main	Radio button indicating which customer will be kept as the “main” profile when merging. Only one main record can be selected per group.
Subgroup	Checkbox to include customers in the merge operation. All selected records will be merged into the chosen Main customer.
Cust ID	Unique customer ID in Tourpaq.
Booking No	Shows if the customer is attached to existing bookings (important when deciding what to merge).
Name	Registered customer name.
Email	Customer email address used for grouping and verification.
Day Phone	Primary phone number.
Gained Bonus	Shows accumulated bonus points associated with the customer profile.
P. Code	Postal code.
Place	City or locality.
Address	Full address.
News	Indicates if the customer is subscribed to newsletters (✓) or not (×).

The table helps you compare duplicates before merging (email, phone, spelling, address, newsletter status, and bonus points).

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Actions toolbar

Located in the top-right of the list:

Delete All

Deletes all selected customers in the group. Useful when all detected profiles are invalid test entries or data imports.

Accept All

Marks all selected customers as “accepted” duplicates without merging. They will be hidden from future duplicate detection.

Merge All

Merges all selected subgroup customers into the main customer selected in each group.

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Merge workflow

1. Identify duplicates

The system pre-groups customers using email, phone, or address similarities.

2. Select a Main customer

Click the radio button under Main on the row you want to keep.

3. Select customers to merge

Use the checkboxes under Subgroup for every profile that should be merged into the Main.

4. Apply an action

Choose whether to:

• Merge All – combine the selected records into the main profile

• Delete All – remove invalid duplicate records

• Accept All – mark duplicates as handled without merging

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What happens when customers are merged

When merging:

• All customer information (email, address, phone, newsletter preferences) is consolidated under the main customer.

• All bookings linked to subgroup customers are automatically reassigned to the main customer.

• Bonus points from subgroups are combined and added to the main profile.

• Subgroup customer profiles are removed after merging.

This ensures a unified, clean customer database.

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Summary

The Merge customers page helps administrators:

• Detect duplicate customer entries

• Clean CRM data across web bookings and manual entries

• Maintain consistent customer information

• Ensure correct bonus point accumulation

• Improve communication accuracy (email/SMS/newsletter)

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Special case: ZIP code + address grouping

• Instead of deleting duplicates, this method links all customers in the group.

• A parent customer must be selected.

  • All bonuses and rewards are redirected to the parent.

  • Linked duplicates still retain their bookings.

• On the parent customer page, you can:

  • View links to the linked duplicates.

• On each linked duplicate customer page, a link to the parent is also available.

📌 Important: If any customers in the group have future bookings, one of them must become the parent during the merge.

ZIP code + address grouping: select a parent customer to link household profiles.

Performance Tips

• For large groups:

  • Perform several subgroup operations first.

  • Follow up with a final group-level action.

• You can manually edit customer details for more refined control before merging.

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FAQ

What’s the difference between “Merge All”, “Accept All”, and “Delete All”?

• Merge All: combines the selected customers into the selected Main customer. Bookings and bonus points are consolidated to the Main, and the merged (subgroup) customer profiles are removed.

• Accept All: keeps the customer profiles as-is, but marks them as handled so they are hidden from future duplicate detection.

• Delete All: removes the selected customer profiles entirely.

Do I have to merge the entire group?

No. You can:

• select a Main customer

• choose only some customers in Subgroup

Then run Merge All to merge only the selected subgroup into the Main.

What happens to bookings when I merge customers?

All bookings connected to the selected subgroup customers are automatically reassigned to the Main customer during the merge.

What happens to bonus points when I merge customers?

Bonus points from the selected subgroup customers are combined and added to the Main customer.

Can I undo a merge?

There is no “undo” action in the merge workflow.

Before merging, double-check that you selected the correct Main customer and that the Subgroup selection only includes records you intend to consolidate.

If you merged the wrong records, you typically need to correct the data manually (and, if relevant in your setup, recreate missing customer information).

Why did a duplicate group disappear after I clicked Accept/Merge/Delete?

Once a customer is processed (merged, deleted, or accepted), Tourpaq treats it as handled and it will not be proposed again in future duplicate matches—even if new records share the same email/phone/address.

When should I use the ZIP Code + Address grouping instead of a normal merge?

Use ZIP Code + Address grouping when multiple customers should be connected to the same household/address, but you do not want to consolidate all bookings into a single profile.

In this scenario:

• you select a parent customer

• other customers become linked doublets

• bonuses/rewards are redirected to the parent, while linked customers keep their own bookings

Why do I have to choose a “parent customer” when there are future bookings?

For ZIP Code + Address grouping, Tourpaq requires a stable “main” reference for future handling.

If any customer in the group has future bookings, one of those customers must be chosen as the parent.

What should I do if a group is very large (performance/handling)?

For large groups, it is usually faster and safer to:

1. merge in smaller subgroups first

2. finish with a final group-level action

This helps you keep control and reduces the risk of selecting the wrong records.

Who typically has access to the Merge Customers tool?

Access is usually limited to users with customer-management permissions (often Administrators).

If you don’t see the menu item, it may be due to your role/permissions.