SQLink Error - Duplicate Customer

If you see the following error in SQLink, there is a duplicate customer in SME.

Customer : XYZ is skipped due to duplication

You can follow the following steps to resolve the error or watch the viceo below.

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Find which customer record is the duplicate

1. Go to Customers.
2. Click Search >Search Active Customers.
3. Click Views > New View.
4. In the Grid Column Window, check the following fields: Name, BillName, Address 1, Address 2, City, St, CustID, ParentID, QBExport. Click OK.
5. Arrange the columns the way you want in the search view window.
6. Click Views > Save View.
7. Type a name for the view and click OK.
8. In the search view window, sort by Name.
9. Locate the customer name SQLink said is a duplicate.
10. Follow the row to the CustID column. If the column is empty, that is your duplicate customer record. Double click to open the duplicate.
11. Click your cursor in the Company field to edit the customer name. Type (DUP) after the customer name. This makes it unique and easy to identify when reassigning orders and invoices for the duplicate customer.
12. Click Save.

Now that you found which customer is the duplicate record, check to see if there is any activity for customer you need to reassign

1. Click the Customer Activity tab.
2. Click the Invoices tab.
3. If there is an invoice on this tab, double click on it. SME will jump to the invoice.
4. Click Actions > Rollback Invoice.
5. Go back to the duplicate customer.
6. Click the Customer Activity tab > Service tab to check to see if there is a service order assocaited with the "DUP" customer.
7. If there is a serivce order, double click on it. SME will jump to the order.
8. Click to search for the correct customer. In the search window, select the correct customer record, not the "(DUP)" record.
9. Save the service order.
10. Click Actions > Generate Invoice to re-invoice the order.
11. Follow steps 1-9 for install orders and invoices for the install orders.

Now the activity associated with the duplicate customer are assigned to the correct customer, delete the duplicate customer

1. Go to the "DUP" customer.
2. Click Delete to delete the customer record.