Partner & Transaction Merge Automation

$ 50.68

v 16.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Contacts (contacts) • Discuss (mail)
Lines of code	231
Technical Name	`res_partner_merge`
License	LGPL-3

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Contacts (contacts) • Discuss (mail)
Lines of code	231
Technical Name	`res_partner_merge`
License	LGPL-3

Partner & Transaction Merge Automation

The "Partner & Transaction Merge Automation" module for Odoo enables businesses to efficiently detect and merge duplicate contacts while consolidating related transactions. This tool ensures data integrity, reduces redundancy, and optimizes record management.

Features

Automated detection and merging of duplicate contacts based on configurable criteria.
Consolidation of transactions (invoices, sales orders, payments) linked to merged contacts.
Configurable rules to determine duplicate detection by email, phone, name.
Scheduled cron job to automate the merging process periodically.

Configuration & Setup

Configuring Merge Rules

Easily configure merge rules to define how duplicates are detected and handled.

Duplicate Contact Detection

Automated Contact Merging

Help and Support

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