Shopify Discussions

makers18 · ‎10-10-2020

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.

ekeshen · ‎10-31-2022

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:

Search for a duplicate customer in the Customers page of your Shopify admin
Click on the customer’s name and review their customer profile data to identify what data needs to be kept or removed.
Click into one of the duplicate profiles
On the bottom right of the profile you will see a heading called, Customer Data
Click the button in that section that says Merge customer
Search for the customer profile you intend to merge.
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.

Elan | Sr. PMM | Shopify

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