Merge customers
Group several customer records into a single entity to avoid duplicates and make your analyses in Fincome more reliable.
Merging customers in Fincome allows you to gather multiple records representing the same company or customer account.
This feature is particularly useful if:
duplicates were created during data import (via files or API),
the same customer appears under different names or identifiers,
a synchronization generated multiple entities for the same customer (for example a Stripe import and a manual import).
Thanks to merging, you can:
avoid double counting of MRR or recognized revenue,
standardize your analyses and exports,
retain a complete, consolidated history on a single customer record.
Steps to merge two customers
Access the customer list From the side menu, click Data → Customers. This tab shows the full list of your customers, whether they are synchronized from your billing integrations or imported manually.
Find the customer to merge Use the search bar at the top of the page to find the customer whose record needs to be merged. You can search by name or identifier.
Open the actions menu Hover over the line of the relevant customer. A ⋮ (three small dots) button appears to the right of the Edit button. Click it to display the available options menu.
Select “Merge entity” In the dropdown menu, click Merge entity. A window opens: it allows you to indicate the customer with whom you want to group the selected record.
Enter the target customer In the provided field, enter the name or ID of the customer into which you want to merge. Fincome will automatically suggest matching results.
Confirm the merge Click Save to confirm. The merge is then immediate: invoices, subscriptions and metrics are transferred to the primary customer.
It is not yet possible to manually choose which customer is kept during a merge. Fincome automatically determines the primary customer based on the date of the last issued invoice.
If you want all data to be grouped under a particular customer:
Merge the two entities normally.
Then go to the record of the retained customer (the one with the latest invoice).
Rename it with the name of the customer under which you want to centralize all the data.
Unmerge a customer
If you merged by mistake or want to revert to the original state, you can unmerge a customer directly from the same menu.
Go to Data → Customers.
Hover over the relevant customer.
Click the three small dots (⋮) then select Unmerge entity.
Confirm the action: Fincome automatically recreates the separate customer records with their respective data.
The information initially merged is then reassigned to their original customers (invoices, subscriptions, MRR, etc.).
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