We should be able to merge Customers by Dragging them on top of each other almost like a file

Solved
ElifKose
Not applicable
1 0 1

It is very annoying that we can not merge customers spending as one log. I understand the system registers it as a new customer if they use a different CC or DC but we should be able to drag and drop on customers list and correct them It also duplicates the names and accounts. It is very frustrating. 

 

The other thing is that I should be able to select all customers and select all accept marketing in one go! 

 

Please work this out. Surely it is not that difficult 

 

Thank you 

Accepted Solution (1)
stellalee
Shopify Staff
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 2 (2)
stellalee
Shopify Staff
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
Community Manager
Community Manager
172 3 181

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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