Customer Merge

(0) Share

Report

Posted on by Community Member

Mabuhay! Can you help us which table to update if we are going to merge old customer to his/her new number without deleting their old transactons? Like creating new account and all data from their old number will be deleted and will exist now on their new accounts. I cant make any application for this one all I think we can make is via SQL Query. ANy help for this one?

Thanks,

Chris

*This post is locked for comments

All responses (2)

Answers (1)

Community Member on at

Like (0)

Report

RE: Customer Merge

Mabuhay! Hi Sir Ed,, big thanks for this one.
Verified answer

Community Member on at

Like (1)

Report

RE: Customer Merge

you will need to update the [transaction] table customerID column. Change it from the old id to the new id.

select * from customers to find the id

update [transaction] set customerid = newidnumber where customerid = oldidnumber

update [journal] set ......

update [payment} set ......

if you have HQ, then you will have to do the same on the HQ database

and possibly update the HQ ids from the customer.