How can I merge duplicate customer accounts in Shopify Plus?

Hi,

Is there a way to merge customers in Shopify (Plus)?
I have a few customers who have duplicated their accounts due to mistyping their email address and they dont get notifications etc. I really need to merge them together to keep all their orders together as we use this data for target marketing.
I can see by a quick search that this feature was first requested in 2018, is it even on the developers list of proposed work?
How do we as users get this discussed by the development team?

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@KimR

Sorry you are facing this issue, it would be my pleasure to help you.

Welcome to the Shopify community! :blush:
Thanks for your good question.

Can you please contact Shopify Help Center.

Hi Kim,

I’ve seen this feature requested as far back as 2013. I’m sorry to tell you it isn’t possible to merge accounts.

But I might have the next best thing for you. I recently created an app to help alleviate some issues that come with duplicate customer accounts.

https://apps.shopify.com/doppelganger-app

Instead of actually merging accounts, the app lets you link accounts. It then gives you an overview with the entire purchase history of the linked accounts. I’m still working on new features like

  • showing the same combined orders to the customers themselves on their order history page

  • making it easier to find and proactively link duplicate accounts (instead of waiting for a customer query)

And I’m open to input, to see if there are any other issues the app could help solve or at least alleviate.

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YES! Shopify, PLEASE offer this feature ASAP! We’ve all been asking for a long time!!

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hi what is the fix for merging same customers with different email?

Hi Madari,

There are several options.

The main thing that you can already do right now is changing the customer on the orders that are made on the “wrong” account.

If you go to those orders, above the customer name on the right you’ll find a cross. This allows you to remove the customer from the order. You can then assign a new customer.

So if John Doe made orders on johndoe@gmail.com and then johndoe@yahoo.com, you can move the orders from the account with johndoe@yahoo.com to the account with johndoe@gmail.com.

Please note that the email address that is known on the order does not change with and you’ll have to manually correct that as well.

The downside to this is that it can be cumbersome to do this manually if you have a lot of orders on duplicate accounts. And on some level, there is still a reference to the order from the duplicate account. This prevents you from removing the duplicate account. This reference is visible when viewing the customers in the customer list. You can see the amount of orders made on that account.

If account A had first 1 order and account B 0, and you move that order from account A to account B, now both accounts will show 1 order. This will refer to the same order. On a deeper database level the order is properly moved but the customer list is not aware of that and will block you from removing the duplicate account.

The other option is to wait a bit longer. At the start of this month, I was asked to be part of a beta program for a feature called “Customer Profile Merge”. This means Shopify is close to releasing some sort of feature to handle the duplicate account issue. The beta hasn’t started yet so I have no idea what form this will take. If there will be a feature in the Shopify Admin or that Shopify will only provide API features for Partners like myself to utilise in their apps. (or both) This feature could be weeks away or could still be months away.

This brings me to my app, Doppelganger (sorry for the shameless plug). I’ve built it to deal with duplicate accounts.

In its current form, it allows you to link customers together and get a single overview of all information from those users, including a complete list of all orders. But that’s just viewable by you, the merchant.

But there are pending features that might be of more interest:

  1. Automated “move order” feature

Change the customer on all orders on duplicate accounts with just one click. I’m waiting several months already for Shopify to move the API feature to the Public API so that my app can change the customer on an order programmatically.

  1. Order History - App Extension

If you have a theme that supports sections on the account page, you can add this app extension to show all orders from all accounts that have been linked. The customers themselves can then see all orders from across the different account they’ve used.

This feature is pending because it has been plagued by a weird bug that I need Shopify’s help for but they’ve been frustratingly unresponsive on the matter.

I hope this helps.

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Thank you for adressing this all important issue! I was about to move to another platform all together because of a few things and this was a major one! Going to try tonight! The other big issue we had with the POS was when we misspell a name and the email is associated with another name, it will NOT let you add that person. Square does this just fine and in the dashboard they are easily merged later. How would this work with loyalty programs and email programs like klaviyo?

I’m not sure yet how this is going to work with loyalty and email programs.

I think it will also depend on how those apps keep track of your customers and how much is spent.

For example, they could listen to what is called webhooks. When an order is made, their system gets a signal and they’ll update the reward points of the customer that made the order. Unless it’s recently added (or I’m missing something), there is no such webhook signal for moving orders. So when you move orders, their system might not pick up on it and won’t update the reward points in their own system.

Other possibility is that they calculate the rewards on the fly, when you request it, based on the number of orders the customer has made and their TOV (total order value / total amount spent).
In this case it should all update fine when the data is requested.

My suggestion is to hold out a little bit longer. Shopify is working on it and close to releasing something and I’m sure it will all work out.

Hi, Paul.

We don’t seem to have too many dupes, but it seems like several of our frequent flyers have the issue. In many cases, they’re listed once with an email and once without. One of our top customers is listed 5 times: 2 different valid emails, 1 email with a typo, and twice without emails. That customer also has 3 different addresses used in the 5 accounts.

I’d like to get them cleaned up; however, I’m not seeing a “cross” above the customer’s name on the right.

Thanks for any insight you can provide.

Hi @DRBC ,

It should be visible to anyone. Are you sure you’re looking at the order detail page?

Perhaps this screenshot makes it more clear.