Merge duplicate customer records

Use Customers when two records refer to the same person. Open one customer's detail and select Merge with another record, or select exactly two records in the customer list and choose Merge selected.

Review both records

1. In Merge Customer Records, select a suggested duplicate or search for the other record.
2. In the two-record selection flow, choose which record to keep. Review the Keeping and Absorbing cards; they identify the direction of the merge.
3. Compare names, email addresses, phone numbers, orders and loyalty balances. Similar names alone are not enough to decide they are the same person.
4. Read the transfer summary, then select Confirm Merge only when both records belong to that customer.
5. Reopen the kept record and confirm its contact information and combined history.

The absorbed record is permanently deleted and the merge cannot be undone. Orders and loyalty information are consolidated into the kept record. The kept record's contact values take precedence where present, with missing values filled from the absorbed record. An email or SMS opt-out on either record takes precedence in the merged consent state. Merging cannot be used to regain permission from someone who opted out.

Merging does not cancel, refund or mark an order paid. If duplicate records actually represent different customers sharing a phone or email, keep them separate and edit their contact details instead. For an unexpected result, contact support with the record names and relevant order numbers before making another merge.