How duplicates are found
Alguna compares customers on four signals:
Each candidate pair gets a confidence level from the signals behind it: Strong match, Likely match or Possible match. Hover the confidence pill in the queue to see which signals matched.
Candidates come from three places. The queue’s Found column shows which one:
Detection only flags pairs. It never merges, edits or hides a customer on its own.
While creating a customer
The New Customer dialog checks the name, website and contact emails as you type. When an existing customer looks like the same buyer, the dialog shows This customer might already exist with up to three matches, the reasons for each match, and a View customer link. You can still create the new customer.During an integration import
When you import customers from a connected integration under Customers, each record is matched against your existing customers before anything is created. For each row you choose Create new or link it to an existing customer. A strong match is preselected as the link; weaker matches are shown as a suggestion and the row defaults to Create new. If you create a new customer for a row that had a strong match, the pair goes to the review queue as On import.Marking duplicates yourself
- From a customer, open the actions menu and choose Mark as Duplicates. Search for the customers that duplicate this one, select them and choose Continue. Alguna opens the merge review; nothing changes until you confirm.
- From the Customers list, select exactly two customers and choose Mark as duplicates in the action bar.
Review the queue
When there are open candidates, the Customers list shows a possible duplicates link next to its tabs. Choose Review to open the Possible duplicates queue. It shows the open and dismissed counts. Pairs that share a customer are grouped, so three records of the same buyer appear as one group with an option to merge the whole group into one customer. From the queue you can:- Review a pair to compare the two customers side by side.
- Dismiss a pair with Not a duplicate. Dismissed pairs move to a collapsed section under the queue and can still be opened.
- Merge a group of overlapping customers into one.
Merge customers
The merge review shows the customers side by side. Choose which customer to keep as the primary, and for each field where the values differ, choose which value the kept customer ends up with. Fields you can choose include the name, website, billing address, currency, tax rate, sales owner, CSM, payment terms, Autopay and timezone. Contacts from both customers end up on the kept customer. Before you confirm, the review lists the records that will move to the kept customer, with a count per record type. These include subscriptions and billing schedules, invoices, payments and payment methods, connected accounts, emails, tags, timeline activity and child customers. When you confirm:- Every listed record moves to the kept customer.
- The kept customer takes on the other customer’s external IDs (aliases), so lookups and usage sent with those IDs resolve to it.
- The other customer is retired, not deleted, and no longer appears in the customer list.
- The kept customer’s timeline records the merge.
When a merge is blocked
Some state cannot move between customers. The review names each blocker, and the merge stays unavailable until it is resolved:
When both customers link to the same integration, you choose which customer’s link the kept customer keeps.
Next steps
Manage Customers
Create and edit customer records.
Sync Accounts
Import customers from a CRM or payment processor.