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Merge Customers

makers18
Excursionist
20 0 199

Has there been any updates or progress on the ability to MERGE CUSTOMER ACCOUNTS that are duplicates?  We have a ton and we basically began online sales in early March.  This is really needed to keep up with past orders and preferences.  We also offer rewards for our repeat customers and this system has really made tracking sales difficult.  

 

 

Replies 354 (354)
alexxduvall
Tourist
3 0 16

Also chiming in to ask for this feature. 

We have multiple duplicate accounts - and a lot of our customers ask us to pull up their purchase history, so this becomes really tedious. 

How duplicates normally happen for our store is that a customer will make a purchase in-store through our POS and give their name but decline to give their email - then they'll make a purchase on our website at a later date which associates their name with an email/phone number - but then we wind up with two customer profiles for them and two separate purchase histories, sometimes 3 for one customer: just name, name & email, name & phone #.

forbiddenfiber
New Member
1 0 7

I would also like to be able to merge customers.  An example of how duplicate customers are create is one of my customers paid with apple pay, which defaults to a different email address than the one her customer account is set up under.  So her newest order is now located under a different customer, and she can't look up her order history all in one place anymore.  How can I fix this for her?

 

 

makers18
Excursionist
20 0 199

We continue to run into the same issue and our products are all custom, so it makes it a nightmare for us to be consistent with our customers.  Shopify claims it is too complex for them to develop, but it is done by others like Square and so helpful.  

Tough_Traveler
Excursionist
15 0 66

On the downside, this is an ongoing annoyance that Shopify seems to have no interest in fixing.  On the upside, I saw your company name and, being really into fiber, went to your website and bookmarked it, so you got a new customer!

AdenaB
New Member
1 0 7

A more helpful workaround would be if you could edit the customer on a sale.  So if someone goes in and adds a new account to buy something and you realize it's the same person, to be able to go and amend the customer who actually bought it, then delete the duplicate (which then doesn't have a sale).  It's so annoying trying to clean it up and realizing that I can't even delete the misspelled one because it "has a sale attached to it".  Is this an option?

juliehtjb
New Member
1 0 7

I've tried editing the email address associated with four duplicate customer records and get an error "that email address has already been taken." So the work around to edit the email address doesn't work. How can I at least get the same address associated with all of the duplicate customer records?

begreen
New Member
2 0 10

Yeah, we have the same problem with duplicate customer accounts. Usually they simply use a different email address!

Shopify please provide this functionality! It should be possible to assign these duplicate customer profiles to another. This is really, really an important functionality for us merchants!

makers18
Excursionist
20 0 199

We run into the same issue, so it keeps the accounts separated. Sometimes they just make an error like putting “.con” instead of “.com” and then there is nothing you can do. 
Definitely a basic function that Shopify needs to address and create.

Luxion_Inc_
Tourist
3 0 6

Chiming in to vote for this too. A MUCH needed feature.

dragonsgarden
Tourist
4 0 16

I sell digital products and my customers love keeping everything in one place. Some customers have duplicate accounts and there is no way for me to let them have all in one place without merging. It is a crucial feature to have!

AllieRae
Tourist
8 0 18

I definitely agree with this comment - would be great if it were a feature they were focused on building. So difficult to work around this!

AllieRae
Tourist
8 0 18

OR if they use multiple credit cards as well! 

Tough_Traveler
Excursionist
15 0 66

I wonder if this is a new feature that has only been rolled out for some Shopify users?  Our customers do not have a Merge button anyplace on their record.

begreen
New Member
2 0 10
Sounds like a misunderstanding. We do not have a merge button! But we really need one! 😊
Vernon_Brown
New Member
1 0 6

Agreed! This seems like a very logical and useful aspect for business management. For as long as Shopify has been around, as big as they are, and for how many years it has specifically been asked for, it amazes me this still does not even seem to be on the list of things being worked on. 

Beverley_McNaug
New Member
1 0 5

It is a feature that should be part of the basic package. More and more I feel Shopify is lagging in providing value for money. I am seriously looking at other options. 

mtolleson
Tourist
6 0 5

I agree that this is a much needed function.  I too am beginning to look at other options.  Shopify is taking too long to provide some of the simplest POS functions.

KristyCRA
New Member
2 0 7

Yes, the ability to merge would be very helpful. We have customers that input themselves with and without company names or with variations or use old email addresses and can't find all their orders. We would love to be able to help them simplify things.

makers18
Excursionist
20 0 199

Please update us if you find something better.  I agree, this should be a basic function for customer management, and Shopify doesn't seem to have it as a priority.  This will ultimately be a deal breaker for us, as we grow and need to manage our database, so we can understand and service our loyal customers.

 

 

boostryan
New Member
1 0 4

Any update on this?  Customers using multiple emails makes it extremely hard to keep track of their orders and it would be nice be able to merge the customers so that we use the email they prefer while still showing the orders from both emails used.