{Feature request}: merge duplicate accounts

[petgrocer]

Hello Shopify,

There are many features we would want to ask for at the POS level, however, a basic one that seems reasonable to code for every other platform we have encountered is the ability to merge client files. We have instances of one client having multiple accounts if they use a different email or phone number. At a minimum, the ability for us to go through admin and force those accounts to merge would be useful. We currently have to select each account manually, then click each order individually manually, to see the purchase history for a customer. This is extremely tedious, time consuming and unfriendly to the customer while they wait and we search and search for the purchase history. Since we are required to use the previous sale to do returns, we MUST go through this process. Because Shopify has forced this unfriendly return process, at a minimum it should be easier to search through for that client's order. Hoping dev's can work on this at the POS level at least, rather than spend another year just pushing the POS out to other countries (last update to pos was in March of 2021 per changelog). Hoping for some news that we will actually get some updates to the system. Shopify is a big player - let's get it up to speed! Thanks!

(Labels included should be allowed to read: merge, merge customer, merge customers, merge duplicate accounts, combine customers, combine accounts, merge accounts, multiple customer accounts, dev, feature request, POS, retail, changelog)

[catalinaR]

Yes, please.

We need to merge customers together who might have placed others in different times.

[Paul_vd_Dool]

Hi,

The ability to merge duplicate accounts has been requested a lot over the years, for both the Shopify Admin and the POS. The earliest request I've seen stems from 2013. I can't speak for Shopify on why it's not possible, but I guess they must have their reasons.

That's why, a few months ago, I started development on an app that addresses this issue. So pardon me while I shamelessly plug my own work.

https://apps.shopify.com/doppelganger-app

The app doesn't actually merge accounts but rather links them together, creating a single overview with all customer info and a combined list of the orders on the linked accounts. It isn't much yet as I've only finished this early version very recent. I'm still building more features.

Like the ability to add the complete list of orders to a customer order history page.

And I would love to expand to the Shopify POS as well. I could very much use feedback from folks like yourself who use the POS.

I'd love for you and others to try it out and see if it has potential. And especially to reach out with feature requests or other questions.

[ekeshen · Accepted solution]

You can now merge customer profiles. Thanks to your advocacy and feedback - you can merge customer profiles to ensure you have the most accurate view of your customers.

Identify duplicated customer profiles with the same name, phone number, email address, or another overlapping attribute then merge customers to make sure you maintain quality customer data.

To merge customer profiles:

1. Search for a duplicate customer in the Customers page of your Shopify admin
2. Click on the customer’s name and review their customer profile data to identify what data needs to be kept or removed. 
3. Click into one of the duplicate profiles 
4. On the bottom right of the profile you will see a heading called, Customer Data
5. Click the button in that section that says Merge customer
6. Search for the customer profile you intend to merge. 
7. Complete the merge steps. 

Keep in mind, not every customer profile can be merged. There are some limitations for merging profiles that you can review in the Shopify Help Center.

We know this has taken time, and we appreciate your patience. We are excited to be launching this improvement for you today and look forward to hearing your feedback so we can keep improving your experience maintaining customer data in Shopify.  

[Shopify]

To help ensure feedback on the new Merge customers feature isn't missed we've created a single feedback topic, and locked this particular topic.

If you have any feedback to share please post a detailed message in this topic: Merge Customers - Feedback And Questions

Thanks!