How to Merge Duplicate Companies in InfoFlo Print MIS

Managing customer data in a print shop can get messy—especially when duplicate company records start piling up. Whether it’s due to typos, inconsistent entry formats, or importing contacts from multiple sources, duplicate data slows your team down and creates confusion during job setup or invoicing.

To fix this, InfoFlo Print MIS software now offers a simple, efficient way to merge companies and clean up your database—all without losing any important information.

Why You Should Merge Duplicate Companies

Merging duplicate companies helps your print shop:

• Improve order accuracy

• Eliminate client confusion

• Ensure consistent billing and contact info

• Streamline CRM and sales operations

Clean data is the foundation of fast, reliable customer service—and merging companies is a critical part of that.

️ How to Merge Companies in InfoFlo Print MIS

Follow these easy steps to combine company records using the merge companies feature in InfoFlo Print MIS:

1. Go to the CRM section

2. Search for the duplicate company records

3. Click the checkbox next to each duplicate company you want to merge

4. Click the Merge Companies button

5. Choose which company profile will be kept as the “primary” one

6. Confirm the merge

All related contacts, jobs, notes, and order history will now be consolidated under one clean record.

✅ What Gets Merged?

The system will automatically transfer all relevant information from the duplicate company to the selected primary record, including:

• Contact details

• Estimates and invoices

• Job history

• Notes and internal communication

• Custom fields

This makes it safe and efficient to clean up your customer database without losing key data.

Best Practices for Merging Companies

To maintain a healthy CRM, we recommend:

• Running a regular duplicate check every quarter

• Standardizing company name entry (e.g., “ABC Inc.” vs. “ABC Incorporated”)

• Training staff to search before adding new companies

• Using the merge companies Print MIS tool proactively

Keep Your Print Shop CRM Clean and Fast

Messy data leads to costly mistakes, delays, and unhappy customers. By using InfoFlo Print’s merge companies feature, you can clean up your system in minutes and ensure your Print MIS software runs efficiently.

Whether you’re preparing for a busy season or improving day-to-day workflows, a clean CRM will save time, reduce frustration, and improve your overall productivity.