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Manage and Merge Duplicate Customers
Manage and Merge Duplicate Customers

Clean up your customer list using a new tool that automatically identifies possible duplicate customers and makes it simple to merge them.

Sienna M avatar
Written by Sienna M
Updated over 4 months ago

Manage Duplicate Customers

  • Click on Customers in the top navigation bar

  • Click the Actions button and select “Manage duplicates

We automatically identify possible duplicate customers based on customer name (display name) matches.

  • Click the carrot to open the row for a particular customer to review all possible duplicates.

  • If you confirm that they are duplicates, select some or all of the customers and then click the Merge button.

  • A modal will pop up to merge the customers. Check all of the information being merged. If everything is correct, click Merge Customers to finalize the merge. Note: you cannot unmerge customers after completing this step.

  • You will stay on the page to easily review and merge all possible duplicate customers. Note: if any customers are not duplicates, you can leave them in the table without merging them

Merge Customers

Combine duplicate customer profiles easily in the web portal.

  • Click on the 'Customers' icon in the navigation bar

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

  • Click the 'Bulk Actions' dropdown

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

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

  • Click 'Merge Customers'

  • 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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