Table of Contents
If your Fleetio account contains duplicate Vendor records, you can easily Merge Vendors into a single Vendor record. All Details, Comments, Service Entries, Fuel Entries,and Purchase Orders will be merged from the source Vendor into the destination Vendor.
You can merge Vendors individually or in bulk via the Find Duplicates process.
IMPORTANT: Merging Vendors is a permanent action, and merged records cannot be separated afterward.
Source vs Destination
Source and Destination Vendors determine what records will be retained once a merge is complete.
- When merging individually, the Vendor you use to initiate the merge is the Source Vendor, and the Destination Vendor is where the Source record will be merged into.
- When merging in bulk, each Vendor within a duplicate set will be labeled as the Source or Destination:
When a merge is complete:
- All Vendor details, comments, and historical service, fuel, and purchase records will be merged into the Destination Vendor.
- If both Vendors have a value for the same field, the Destination Vendor's value will be used.
- The Source Vendors will be deleted.
Merge Individual Vendors
- Click Vendors in the Sidebar Navigation to view the Vendor Index.
- Locate the source Vendor in the list, click the More Actions Button at the end of the row, and select Merge.
- In the Merge Vendors pop-up, search for the Destination Vendor (the Vendor you would like to merge into) and click the check to select it.
- Once you click the Merge button, the process is complete. All Details, Comments, Service Entries, Fuel Entries, and Purchase Orders are merged from the source Vendor into the destination Vendor.
NOTE: When a Vendor is created as part of an Integration, the Vendor Record includes an Integration Vendor ID, which is displayed in the Details Card of the Vendor Profile. It is not possible to merge two Vendors with different Integration Vendor IDs.
Bulk Merge Vendors Using Find Duplicates
- Click Vendors in the Sidebar Navigation to view the Vendor Index.
- Click the Actions Drop-Down Menu on the Vendor Index and select Find Duplicates. Fleetio will search your Vendors for likely duplicates by matching the Name, Address, or Phone fields.
- On the Find Duplicate Vendors results screen, use the Find duplicates by drop-down menu to view Vendors with matching Name, Address, or Phone.
- Review the list of results:
- Merge sets of duplicates by clicking Merge Set (a).
- If you identify any mistaken matches, click the Edit button (b) to change the corresponding values of one of these Vendors to remove them from the list of results.
- Click the Merge All Duplicates button (c) to merge all sets of duplicates.
- If you clicked Merge Set or Merge All Duplicates, click the Merge button in the pop-up to confirm.
NOTE: If there are duplicate Vendors in your Fleetio account that cannot be identified as duplicates by Name, Address, or Phone, you must merge them individually.
