Clean up customers and vendors by conversation

What moves

The Copilot looks up, creates, updates and merges customers and vendors, scans for duplicates and imports lists after validation.

Before you start

• Contacts & Partners and AI Copilot in your plan
• An AI provider set up for your company
• The person holds the permission the action needs
• Copilot enabled for your company
• The asker holds the party permissions the action needs

Step by step

1. AccountantAI Copilot

   Asks the Copilot to scan for duplicate vendors.

   You see:The duplicate pairs are listed.

2. AccountantAI Copilot

   Asks to merge two of them.

   You see:A red-lined card shows the merge and waits for Run.

3. AccountantContacts & Partners

   Presses Run.

   You see:The two records become one.

Related

• AI Copilot
• Contacts & Partners
• Copilot and your own AI assistant can run payroll
• Copilot answers campaign questions
• Copilot finds and cleans parties
• Leave is filed and approved through the Copilot
• The Copilot is switched on, set up and first used
• Connections between modules