Merge Customers

Before you begin

Merging pulls two customer profiles together into one. During the merge you decide which details the final profile keeps, so you stay in control of the result.

Before you start, open both profiles and confirm they're the same person. Merging the wrong two records combines their information, and that can't be undone.

Note: A merge is permanent. If you're not sure two profiles belong to the same customer, check both records before you continue.

Merge two customer profiles

1. Go to Customers > Customer List.
2. Find the customer you want to merge and open their profile.
3. Click Actions, then click Merge Customer.
4. In the search box, type the name or email of the duplicate profile.
5. Select the duplicate customer from the search results.
6. Click Next.

Choose which details to keep

On the review screen you pick the values the final profile keeps. Where the two profiles differ (email, phone, address) your selection is what stays.

1. Select the preferred value for each detail.
   1. Selecting the verified birthdate is recommended. If the selected birthdate is not verified, they will go through age verification when they next purchase online.
   2. To keep both phone numbers, select the primary one, then check the box at the bottom stating you want to keep both phone numbers.
2. Click Next.
3. If both customer profiles are part of the same club, choose to keep both memberships or select one.
4. Review the summary, then click Merge customers to confirm.
5. Click Done.

The two profiles are now one, and the duplicate is gone.

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