Merge Customers

Combine duplicate customer profiles easily in the web portal.

Ian avatar
Written by Ian
Updated over a week ago

1. Click on the 'Customers' icon in the navigation bar

2. From the customer list view, Select the customers (2 or more) you need to merge by checking the box on the left

3. Click the 'Bulk Actions' dropdown

4. Click "merge customers" and check the information of the customers being merged.

  • Choose the correct information from the drop down options (if applicable)

5.Click 'Merge Customers'

6. Finally, confirm and click "merge customers" to finalize the merge.

  • You CANNOT unmerge the customers once you click confirm 

  • You will be taken directly to the newly merged customer profile

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