Keep the relationship close to the record.
Keep the people you trade with connected to the records you use every day.
For teams managing customer details across quotes, invoices and everyday business activity.
Organise the contact
Create a customer profile with the relevant business and contact information.
Bring existing records across
Use customer import and export tools, checking the preview and duplicate or validation feedback.
Reuse the details
Select the customer when preparing sales documents and use supplier records where your plan permits them.
Customer capacities follow the published plan. Historical financial evidence has its own safeguards; removing a contact does not erase the underlying accounting record.
How do customer and supplier records work?
Keep customer contact and business details with your sales records, and use supported import and export tools. Supplier management is available on eligible plans. Customer capacities depend on the published package. Historical financial records have safeguards; deleting a contact is not a way to erase the underlying accounting history.