Merge duplicate customers

One person can have two profiles, for example you create a customer when you sell in your shop, then the customer registers an account with a different email. Merge the two profiles into one to see all of the customer's orders and total spent.

You open the profile you want to keep, then choose the profile to merge into it. The other profile is deleted after the merge.

Choose the two profiles to merge

1. Go to Customers.
2. Click the name of the customer you want to keep.
3. Click More actions.
4. Choose Merge with another customer.
5. In Choose the customer to merge, type the name, email or phone number of the duplicate profile.
6. Click that profile in the results.

The profile you opened has the label Kept. The profile you just chose has the label Deleted after merge. If you chose the wrong one, click Change customer.

Choose which contact details to keep

The merged profile keeps only one name, one email and one phone number. By default they are from the profile you keep. If only one profile has a value, that value is kept.

The Choose contact information button only shows when the two profiles have different values in the same field.

1. In the Merged customer card, click Choose contact information.
2. For each field, choose the value you want to keep.
3. Click Save.

To preview the addresses and the total number of orders after the merge, click View details.

Merge the two profiles

1. Click Merge customers at the bottom of the page.
2. Check the names of the two customers in the confirmation box.
3. Click Merge customers.

The message Customers merged shows and the profile you kept opens. The other profile’s orders and addresses have moved over. Addresses that move over are not the default address, so the default address stays the one from the profile you kept. If the profile you kept has no address, set the default address again in Manage addresses after the merge. The timeline records the merge.

Frequently asked questions