Solved

Merge / Achieve / Delete Duplicate Customer Accounts

Ramona
Explorer
56 4 29

I recently noticed that we can now remove customers from the order and add it to the correct account. However, this leaves an empty duplicate account with no ability to delete it. Other than renaming it to Duplicate.

 

It will be a tedious job moving all the orders manually one at a time from one account to another. Will Shopify have anything planned to speed this process up.

 

Have a merge feature where all orders under 1 account is moved to another and achieve/delete the duplicate account?

Accepted Solution (1)

ekeshen
Shopify Staff (Retired)
12 8 10

This is an 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.  

To learn more visit the Shopify Help Center or the Community Blog.

View solution in original post

Replies 10 (10)

CDRess
Shopify Partner
29 0 25

Oh my gosh, *Thank you* for bringing this to my attention!! I had no idea this was possible and, while very tedious, maybe it means they're getting closer to being able to actually merge customers/orders?!

This will clean things up so much!

 

Ramona
Explorer
56 4 29

@CDRess I was wondering why their wasn't any changelog notifications on this and wasn't even sure what the "x" near the customers name was till I gave it a go and my first thought was "FINALLY!".

 

I do hope that is the case! For now I am manually doing this for the accounts I had already manually titled as "Duplicate".

chubbell
Excursionist
12 0 11

I just figured it out BUT what happens when the customer comes in with a new cc number - its going to create yet another customer I can't send an email to - 

 

Ramona
Explorer
56 4 29

@chubbell If they are purchasing online, using a different email address will create a new account. So as long as they use the same email it won't be a duplicate. As for instore, I always like asking the customer if they have purchased from us before. If they say yes, I ask them for their last name and narrow it down to find their account.

 

Sadly, at this moment their doesn't seem to be a way to delete the duplicate account that was made once the orders have been removed from it. I am hoping this changes in the future. My current work around is editing the duplicate account and adding "Duplicate" to the start of the first name.

 

The only thing we can do now is just move orders to the main account of the customer so they can look back at their purchase history.

chubbell
Excursionist
12 0 11

So how can we move orders and will it going forward help or if they use a new cc - the problem persists?

 

Ramona
Explorer
56 4 29

For anyone following this thread, you are now able to delete the duplicate accounts!

 

Once you have moved all the orders off the duplicate account, the delete button at the bottom of the duplicate account will actually delete it!

 

While you still need to go through and move the orders one at a time, this is still a great improvement!

jenniferboudrea
Tourist
4 0 1

I don't understand or see how to move the orders. Can someone explain?

Thank you

 

Ramona
Explorer
56 4 29

@jenniferboudrea Go to the order that you would like to move to anther account. On the right side where you have notes, customer, shipping address. You should see a x near the customer name.

Looks like this:

customer section.png

Click on the x and it will remove that order from the customer account. A blank field will now be displayed entered the account information to the one you would like to move this order too. Such as another email address. Once you have selected the new account this order will now display under the new account instead of the older one it was originally set to.

ekeshen
Shopify Staff (Retired)
12 8 10

This is an 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.  

To learn more visit the Shopify Help Center or the Community Blog.

Shopify
Shopify Staff
197 4 238

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