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Hoping someone has some best practice advise for us. We recently had an issue in our CE to BC integration that caused BC to create multiple (in some cases 1000's) duplicate customer accounts in BC. We have resolved the issue with the integration but now we have 1000's of duplicate customers, with no data in them. Hoping someone can help with a couple of questions we have:
1. Best way to delete the duplicate customers? The only data in the customer card is the customer name.
2. Can we somehow reuse the customer numbers?
3. If we can't reuse them are there any downsides to having huge gaps in our customer numbering besides it just being inconvenient?
We ended up using the "Edit in Excel" option which worked quite well to remove the duplicates.
As for a "root cause" our duplicates were caused by an error in our Kingsway Soft integration.
Thank you ZHU, the blog was informative and gave us options, we ended up using the Edit in Excel option. While we could reuse the numbers as you suggested we were looking for a way to reuse them automatically when a new customer is created and we have not found a way to do that.
Hey Susan. Can you explain how you resolved the issue or what was the root cause? We expirience a similar issue. The CDS Integration creates 2 contacts in BC of type "Company", which then leads to 2 customers being created in BC.
Hi,
1. Hope the following blog helps.
https://navinsights.net/2020/10/27/3-ways-to-delete-records-from-a-table/
2. You can rename the Customer No., so I think you can reuse the old number after you delete them.
Hope this will help.
Thanks.
ZHU
Hi,
1.
Edit in Excel is a good way to remove duplicate customers, you can use a Excel function to identify the duplicate customers, and then delete the rows and publish.
The values of at least one column item should be different between CRM linked and non-CRM linked customer records, which can be identified in Excel.
2.
I have no idea..
3.
In my experience, I feel no inconvenient.
Thanks
S.Kawamura
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