How can I combine duplicate customer records for accurate sales data?

Shopify Discussion
1

I am analyzing client sales and notice that there are duplicate records, each with sales, for many clients.

How do I merge these records to reflect total sales by client?

2 Likes
2

I’m also wondering this. Specifically, a customer might checkout twice on our site and use a different email (probably accidentally) so now we have one customer representing 2 accounts. Is there a way to selectively merge those records? And/or is there a way to add a second email to a customer profile?

3

Did you receive a response to this? I too am looking for the best way to merge customer records. We imported customers from various sales channels and duplicates now exist throughout Shopify. We want to best track our customer’s purchasing habits / volume and multiple accounts thwart that.

4

Unfortunately I’ve not received a response or solution. I believe Shopify is aware of this issue and doesn’t have a work around.

5

I posted a similar question to the message board and was directed to an app called Doppleganger that in fact does merge profiles in Shopify, while maintaining the separate customer records and transactions in the background. The only issue for me is that it doesn’t allow for bulk merging - and I have close to 10k customers to sort through…but it’s a start. Check it out, it may be useful to you.

6

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.

7

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!