How to Clean Up Duplicate Brokers in CarrierOS AI
Broker Duplicate Cleanup helps fix customer records that were created more than once under slightly different names. Follow the steps below to clean up duplicate brokers in CarrierOS AI, then confirm the saved result before the office relies on it.
Duplicate customer records split load history, invoices, and reports. Cleaning them keeps the TMS easier to search and more accurate for management.
Clean up duplicate brokers in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Duplicate groups | Shows customer records that may represent the same company. |
| Record comparison | Lets you compare names, emails, phone numbers, addresses, and activity. |
| Primary record | Identifies which record should remain as the trusted version. |
| Cleanup result | Keeps future loads and reports tied to the clean customer record. |
How to use this page
- Review each suggested duplicate group.
- Choose the record with the best legal name, billing email, and activity history.
- Confirm no important contact or billing information will be lost.
- Complete cleanup, then use the clean record on future loads.
Helpful tips
- Do not merge records just because names look similar.
- Check billing email and load history before cleanup.
- After cleanup, train the team to search before creating new customers.
