If you need to clean up your address book of duplicate records, the Merge Duplicates add-on is exactly what you need. With its help, you can accomplish this in just a few moments. The add-on finds two entries in the company address book that match by name or VAT number, deletes the duplicate company, and updates the company reference on accounting documents and operations in which it appeared. It also updates the company on closed accounting documents. This add-on is available from the Premium plan onwards.

Add-on installation

The add-on can be downloaded from our website: Add-ons - ABRA Flexi (flexibee.eu). It is free of charge and can be used both in the ABRA Flexi desktop application and in the web interface.

For the new feature to appear in the application, you must either fully shut down and restart Flexi, or simply switch away via Company - Select Company and then return to the respective company.

After successful installation, you can find the add-on in the desktop application in the top menu above the address book items (Business Partners - Company Addresses). In the web interface, you can find it under additional services (three dots) in the bottom menu below the address book items. See the screenshots below.

After opening the add-on, a page displaying an overview of found duplicates will open in your web browser. Individual duplicates can be excluded from the list or merged. The duplicate search results also display the accounting documents and operations in which the respective companies are used.

After merging duplicates, the company marked with a green circle will always remain in Flexi, while the company with a blue circle will be deleted from the address book. All events and documents that were linked to the deleted company will be reassigned to the company that remains in Flexi.

Once the merge is complete, the browser will display a "Duplicate Merge Result" window showing how many records were deleted, updated, skipped, and any failures that occurred.

Once all found duplicates have been merged, the following window will appear (see screenshot) and the process is complete.

Companies can also be selected for merging manually, either by selecting a company using the arrow to scroll through the entire address book, or by typing the company name into the company selection field. However, after manually merging duplicates, the browser will not display the summary window of merged records. Verification must therefore be done directly in the address book itself.