Duplicate transactions can occur and Sisu makes it really easy to merge your duplicate records, while ensuring critical transaction values are retained with the real transaction.

Bulk update: Select your two records you would like to merge from the transaction screen.

Merge: Select the "Merge" option from the menu.

If you do not see the "Merge" option from the dropdown, reach out through the orange chat bubble and we will turn it on for you.

Transaction merge conflict selection: Your duplicate records likely contact duplicate data for each field. Select the data that you would like to retain from the record that will be archived (the record on the right) with the Retained transaction (the transaction on the left).

All duplicate field data must be selected before you can click on "Save Changes"

Transaction merge confirmation: To confirm the Merge, click on "Let's Do it!". The duplicate transaction will be placed in Archived status if it needs to be restored.

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