Merge Customer Records

Sometimes there might be duplicate records for customers. It’s possible that there was a misspelling of a customer’s first or last name the first time it was entered and that later, unable to find the customer, an employee created a second record. This can get confusing when running reports on customer sales and other reports. To fix this problem, you can merge customer records together.

To merge customer records, click Customers in the left menu.

Once the page opens, locate the customers that you want to combine the records of. Select each of the customer rows, and then in the top menu that appears select Merge.

A popup will open asking which customer record you want to become the main customer record that the other record will become a part of. Click the field to see the dropdown of options and select the customer name you want to keep.

Once you have merged customer records, this cannot be undone. Make sure you have triple-checked the records you are merging and have selected the record you want to be the main one before submitting anything.