Skip to main content

Merging Customer Profiles

If duplicate customer profiles exist, you can merge them into a single, unified record. This helps keep your data clean while preserving all important activity and history.

Written by Jessi McCombs

šŸ”„ What Does ā€œMergingā€ Mean?

Merging combines two customer profiles into one. During this process, youā€™ll choose:

  • Keep Profile ā€” the profile that remains active

  • Remove Profile ā€” the profile that will be deactivated

āœ… What Happens to the Keep Profile?

The keep profile stays largely unchanged, with only two possible updates:

  • Notes:
    Any notes from the remove profile are appended to the bottom of the keep profileā€™s notes.

  • Account Number:

    • If the keep profile does not have an account number, it will inherit the one from the remove profile.

    • If it already has an account number, the remove profileā€™s number is discarded.

šŸ‘‰ No other profile details are automatically merged.

šŸš« What Happens to the Remove Profile?

  • The profile is deactivated, meaning:

    • It will no longer appear in normal searches

    • It cannot be used going forward

  • The record is not deleted and can still be accessed internally if needed.

āš ļø Important: What Does Not Transfer

The following details from the remove profile are NOT copied to the keep profile:

  • Name and description

  • Addresses

  • Phone numbers and email addresses

  • Tax settings, billing terms, credit limits

  • Custom fields and file attachments

šŸ‘‰ Before merging, make sure to manually copy any important information (like contact details or addresses) to the keep profile. Once merged, this information will no longer be visible on an active profile.

āœ… What Does Transfer

All activity and history from the remove profile is transferred to the keep profile, including:

  • Invoices and billing history

  • Payments

  • Direct bill account and balance

  • Aircraft / tail numbers

  • Contacts

  • FBO logins

  • Orders and fuel records

  • FlightBridge reservations

  • Alerts

  • Equipment

šŸ’³ X-1PAY Credit Cards (Special Case)

If your FBO uses X-1PAY for payment processing:

  • Saved credit cards from the remove profile will not transfer

  • A warning will appear during the merge process

šŸ‘‰ Be sure to notify the customer that their saved cards may need to be re-entered.

šŸ” Can a Merge Be Reversed?

Yes. The system logs all changes made during a merge, including:

  • What data was moved

  • Any duplicates created

This allows for review and reversal if needed. X-1FBO Customer Support will be able to assist.

āœ… Pre-Merge Checklist

Before completing a merge, confirm the following:

  • Youā€™ve selected the correct keep and remove profiles

  • Any important details (addresses, phone numbers, emails, etc.) have been manually copied

  • The correct account number is assigned to the keep profile (if applicable)

Need more help? Contact Xā€‘1FBO Support for further assistance

Did this answer your question?