Solved

How can I merge duplicate customer accounts?

fisoncustomrods
Tourist
9 0 4

Merging Customer-is there a way to merge the same customer into one account? Very confusing, especially when updating financial statements and tracking customer habits. The same customer somehow has the ability to make a sale transaction that’s creates a different account each time.

Joey E. Moll
Accepted Solution (1)

stellalee
Shopify Staff
16 9 11

This is an accepted solution.

Hey there! I’m happy to announce that you can now officially 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, and 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.  

Stella | Development Manager @ Shopify

View solution in original post

Replies 6 (6)

Julie
Shopify Staff
1109 106 370

Hi, @fisoncustomrods!

Julie here from Shopify Support.

If a returning customer places an order with the same email address they've used for a previous purchase, then the order should be tied to the same customer account. Otherwise, if a returning customer places an order using a different email address, then they will have multiple customer accounts. 

At the moment, merging customer accounts is not yet possible. However, I definitely see how merging customer accounts can be useful for tracking and reporting purposes. We've actually received quite a few requests for this feature and this is something that our developers are working on implementing in the near future. Feel free to keep an eye on our changelog for updates.

I hope this clears things up. Let me know if you have any further questions!

Julie | Social Care @ Shopify 
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MudandHoneyCF
Excursionist
27 0 50

I wish this was an option. I have some customers with a few different accounts because they purchase in store and online!! Can we please get this option too???

Julie
Shopify Staff
1109 106 370

Thanks for hopping into the conversation, @MudandHoneyCF!

I totally appreciate the need to merge customer accounts. Since our developers are already working on this, there's no further action to take; once ready, the feature will be automatically available on all Shopify stores.

As mentioned above, we'll be announcing the feature release over on our changelog, so please keep an eye out there for updates! 

Julie | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

MudandHoneyCF
Excursionist
27 0 50

It’s been two months… still no merge option.

And from what I can see, people have been asking since 2013 for this feature!! Instead Shopify jacked our prices DURING A PANDEMIC!

stellalee
Shopify Staff
16 9 11

This is an accepted solution.

Hey there! I’m happy to announce that you can now officially 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, and 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.  

Stella | Development Manager @ Shopify
Shopify
Shopify Staff
189 4 231

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!

Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 

- To learn more visit the Shopify Help Center or the Shopify Blog