- Help Center
- Customers
- Managing Customer Records
Merging Customer Records
Merge Duplicate Customer Records into One
In this article
What information is merged/migrated into the Master Customer Record?
What information is merged/migrated into the Master Customer Record?
- Orders, Carts & Refunds
- Addresses, Phone Numbers & Email Addresses
- Club Memberships & Club Signups
- Credit Cards
- Notes & Flags
- Activity
- Event Tickets
- Allocation Wishes & Grants
- Customer Products
- Reservations & Reservation Carts
Please note that the Customer Merge function will not transfer the Customer's Name, Location, Customer Tags, or Meta Data. This is why it is crucial to start with the "Master Customer Record" and merge any duplicates into it.
How to Merge Customer Records
- Click on the CRM > Customers tab.
- Search the Customer Record name you are looking to merge.
- Select the Customer Record containing the Customer details that you wish to designate as the 'MASTER Customer Record'. (This is the Record you will be KEEPING).
- Click the 'More Actions' tab and choose Merge Customers in the dropdown.
- In the popup modal, search for the Customer name again. You will see any additional Records for that name. Click on the one you'd like to merge into the Master Record.
- Click the "Merge into XX' button to complete the merge.
