Merge Customers

makers18
Excursionist
16 0 112

Has there been any updates or progress on the ability to MERGE CUSTOMER ACCOUNTS that are duplicates?  We have a ton and we basically began online sales in early March.  This is really needed to keep up with past orders and preferences.  We also offer rewards for our repeat customers and this system has really made tracking sales difficult.  

 

 

Replies 173 (173)
PrecedenceDev
New Member
1 0 1

I was just checking a client's service who has us as a customer. It seems that my initial personal orders linked/saved my Paypal email address (which, by the way, is extremely NOT ok) and then one order I made was a quick "oops I forgot these items" and that order did not save an email address at all, so for my personal account with them there are three customer records. I have tried to update all customers to the same email address, but this does not work either.

Then a new employee has been ordering from the business with her own email address instead of the business email address for business purchases, so if we'd made previous business purchases, this also would have created a new account that our business would have wanted to merge.

I hope this helps you resolve the issue and understand the requirement to be able to merge customers.

Editing existing customers does not "ensure that new orders are placed under the active account only" when there is ability to create MORE records.

Even the ability to allocate an order to another customer would sort some of these troubles.

JS

hacketyapps
Excursionist
36 2 4

We've also been dealing with this issue for our app Engagely. That's why we started on building a prototype to try and fix this issue. The biggest issue with our solution is how to transfer loyalty points or other app related data.

We'll update this thread once we have an mvp that merchants can try out.

Discoverytrek
Excursionist
15 0 13

This is an important feature for us. Duplicate accounts are often created when a customer uses more than one email address or changes email addresses, or if they forget a password, they just create a new account.

eatpye
Tourist
3 0 4
I feel like it would be less of a problem if Shopify references the phone number as opposed to email.
OptiShotGolf
New Member
1 0 0

Please make this an option.

dprose
New Member
1 0 1

I would love to see this feature as well!

We recently integrated Shopify with HubSpot. It pulled in all of our Shopify customers and for the first time, I could actually see accounts that HubSpot flagged as possible duplicates. Out of 40k total customer accounts in Shopify, there are 1,500 probable duplicates. That's a lot! Many of these are legitimate secondary email addresses/accounts that people use to differentiate between personal and work accounts, or between different family members. But I would say at least 10% of them are just email address typos. For instance the user typed "@gmil.com" instead of "@gmail.com". Then when they realized they weren't getting any email notifications for their orders, they went back and created another user account with the correct email address. So we probably have at least 150 duplicate accounts that are the result of typos and we don't have a good way to correct those accounts in Shopify.

The ability to surface possible duplicate accounts and provide an option to merge accounts would be incredibly helpful!

BYSAlways
New Member
2 0 0

Hi,

We have this issue as well. The way it happens with us is we do an in person/ pos sale and the customer chooses to enter their phone number for the receipt. Later the customer signs up for text marketing and a second profile is created. I try to edit the original profile by entering their phone number, this is when I'm met by the error that "the number is already taken". I do not have an email for the customer because they've chosen only to provide their number. 

 

Then when I look in Klaviyo the customer shows up as a new customer, with no purchases, but in shopify they have multiple POS purchases. This becomes an issue when I'm segmenting and trying to email those "without purchases". 

Thank you.

CrissChaney
Tourist
3 0 3

I would also like to have the ability to merge customer accounts- for us the problem is, if a customer puts in the wrong email address when ordering online, they don't receive their email notifications, but if they are a repeat customer- I can't put their correct email address in so that they can receive their order notifications, because it won't let me have two different customer accounts with the same email address, but then it won't let me merge the accounts- so now we're stuck going in circles....

mnearents
Excursionist
39 3 18
I wonder if someone could develop an app that allows you to associate
customer accounts together artificially. So that when an order
confirmation goes out, for example, the app could see whether there’s an
associated “parent” account and send a notification there too. Or when
you’re viewing orders, you could view them across the associated
accounts.  Obviously I don’t want to pay for another app, but it could
be a temporary solution. It would be doubly cool if someone developed it
as an open source app we could all self-host, thus preventing shopify
from making money on a public app. 

But also if we just keep responding to this thread it shows that it’s a
feature that needs consideration. That is if their UX designers follow
these threads. 
CDRess
New Member
2 0 4

Honestly, how is this not a feature? I have worked with several email, shipping, and POS systems in the past and I cannot think of one that didn't have this functionality. It is desperately needed for creating an accurate customer profile. Please consider implementing this ASAP.