How do I merge multiple customer accounts?

Modified on Tue, 14 Jun, 2022 at 1:17 PM

Overview

There are times you may end up with multiple customer accounts. You can easily merge the accounts from the Customers page.

Merging a customer will combine the following;

Follow these steps to merge customer accounts:

Navigate to Admin > Customers
Search for the customer you want to merge
Select BOTH customers and click the [Merge] button.
Select the primary account you want the second account to be merged into.
Example: If I want the account number CA004000001 to be Bob Barkers only account. I would then select CA004000001.
If you want to preview the changes beforehand, keep the DryRun checkbox checked then click the [Merge] button.
To make the changes permanent, uncheck DryRun and click the [Merge] button.

FAQ

Q: What is DryRun?A: This allows you to preview the customer merge. To make the changes permanent, uncheck DryRyn.

Q: How do I merge three or more accounts?

A: Repeate steps 1 through 4 until only one account remains.

Applies to: Cloud Retailer version 1.16.12 or higher