How to merge a customer
Customer records can be merged together, allowing all data, orders, and items to be carried across into a single customer profile. This is useful for removing duplicate records and keeping your customer data clean and accurate.
Before you start:
The merge customer feature is not enabled by default. If you would like access to this feature, please contact support to have it switched on for your account.
How to merge a customer
1. Search for and open the customer record you would like to keep.
2. Select the Merge customer button.
3. Search by name or email address and select the customer record you would like to merge into the current profile.
4. Review the customer details and confirm the merge.
Resolving data conflicts
When merging customers, there may be differences in information such as contact details or custom fields.
You will be able to:
- Compare the current customer’s data with the merged customer’s data
- Select which values you would like to keep
- Confirm your selections before completing the merge
What happens after merging
- All orders and items from the merged customer will be transferred to the remaining customer record
- The merged (duplicate) customer record will be removed
- The remaining customer record will contain the combined data
Merging a customer account is permanent and will modify associated data in a way that cannot be undone or recovered
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