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Merging customer accounts

Solved
Rich_Hamilton
Excursionist
21 0 113

I've been asking for this feature to be added for years and the need keeps growing... any chance we can see this in 2018? I have numerous customers who change their email address and then come back to shop and end up creating a new account...the software does not give them the option to update their own email address and they almost always contact me after the fact and my hands are tied. Reflects poorly on my company when its really a limitation of the shopping cart software...

Accepted Solution (1)

Accepted Solutions
stellalee
Shopify Staff
Shopify Staff
12 9 7

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 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 222 (222)
Alex23
Shopify Staff (Retired)
Shopify Staff (Retired)
529 1 113

Hey, Rich!

My name is Alex, I'm a guru here at Shopify!

Thanks for reaching out to us, and I can absolutely understand that this is a matter of some frustration for you.  There isn't currently a timeline on when we'll be able to introduce this function, but you're right, and you're certainly not the only merchant that's reached out to us on this.  What I'll do here is reach out to our developers with a feature request.  I know you've reached out to us on this before, but the more requests we can send up to the devs to make them aware that this is a pain point for our merchants, the better the chance we have of getting this on the development roadmap.

Really appreciate the time you've taken to give us your feedback - if there's anything else that we can help with, just let us know! You can give us a call or start a live chat at any time, we're open 24/7 for your convenience and always happy to assist!

Cheers,

Alex | Shopify Guru

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

Rich_Hamilton
Excursionist
21 0 113

Thanks Alex, lets hope this gets on the todo list.

L__Rivera
Tourist
7 0 23

I vote for this addition as well. This is very frustrating and it's a feature that is available in most software I've used in the past. PLEASE ADD IT : )

Francisco_MW
Tourist
3 0 5

I would love to see this feature added as well. Im surprised it isnt available

pp-ws-test_Admi
Shopify Partner
1 0 3

I would also like to see this feature.

JohnC
Shopify Partner
71 0 173

Please please please can we have this. It's the one big annoyance I have with shopify. Because of this I've had to force customer accounts which causes me and my customers endless annoyance - although duplicate accounts would be worse for me.

Evan_herron
New Member
1 0 3

PLEASE Add this

Rich_Hamilton
Excursionist
21 0 113

Can we get some traction on this? This should really be a priority change...every store has a need for this feature, whether they recognize it or not.

Matt37
Explorer
63 0 66

The problem we run into is across our website and our POS. A customer uses on card and comes across as Greg; he uses a second and comes across as Gregory. And now I can never, EVER associate the two. 

It messes with my customer reporting, 

It make it difficult to contact customers when orders are ready, because maybe the registered online with their email. 

 

This is a perfect example of how Shopify doesn't know what it wants to be: Is it going to be the back end for tiny import/dropship sites that everyone on youtube will show you how to make; Or grow into a real ecommerce company.  We only have 1 store and I'm out growing Shopify at an alarming rate.  

This is but one issue that I have tired to bring up, and usually I get the "You can download an app" that's over priced, and have way to much fucntionality that what I need. 

 

Rich_Hamilton
Excursionist
21 0 113

That's a good point, either the Dev's keep improving the product or people move to other platforms that meet their needs. I would think Shopify would want to retain as many of their customers as possible, but if they can't provide basic customer management functionality...

Melissa7
Tourist
7 0 7

Would also like to see merging customers as an option please!

Joe_Buchmann
Tourist
7 0 4

One more for the list. Would be a great feature.

Melody_Meyer
Tourist
4 0 4

+1 on this request

Guillaume_GARCI
Shopify Partner
4 0 6

+1

Product Owner - Joone (https://www.joone.fr)
JohnC
Shopify Partner
71 0 173

I keep hoping that one day shopify will do something about this after all the years it's been asked for. I also keep looking at alternative platforms purely because of this issue.

John

WINDIAPRANA
New Member
2 0 4

Hi, 

I do have several customers with the same name and same email address, 

i think that should be easier to merge

is that possible?

wr

Tripod_Coffee
New Member
1 0 3

Would really love to see this feature added also. Thanks!

Artworx_Gallery
Tourist
6 0 5

We really need this feature to be able to track our customer orders for loyalty programmes and rewards - please could this be implemented asap!!!

Rich_Hamilton
Excursionist
21 0 113

Everyone needs to call in their request. I'm confident this forum isn't going to generate any action. As I said in my original post, I've been asking for this for years and they aren't doing anything about it...