I’d like to reply to Rae from Shopify if possible as our store has the same issues with needing to merge customer accounts.
- We have an online and POS presence. When customers use a different email address online, they now have 2 different accounts.
- If a customer checks out at POS and staff forgets to put in their customer name, if they use a different credit card at check out, it comes up as Visa Cardholder, thus creating a different customer account. When we try to go back and edit the profile, it lets us put the customer name in, but when we put in the email, it says that email is already in use so we cannot add that purchase to the customers profile - thus creating two different customer accounts.
- If a name is misspelled on the customer profile, when the customer comes in and staff is looking it up, they end up creating a new profile with the correct spelling, not knowing there is an account, it just needs to be edited. When we go back to correct the old spelling, we are unable to merge the files due to the ‘email already in use’ issue.
This makes it difficult to accurately gauge spending thresholds of customers, loyalty rewards for customers (with more than one account), it makes it tedious when returning without receipts because we have to look up their receipts under all of their profiles, it gives an inaccurate count for number of customers when doing emails and it duplicates emails when a customer has 2 different emails on their different accounts.
If there could be a way to merge customer accounts without losing any of the purchasing history, that would be fabulous and would get rid of all the issues listed above.