Merge Customer

Merge Customer

Merge cannot be undone 

This article will show you how to merge a customer using 3 different ways at the back office as an administrator. 

  •  Customer 
  1. Check Box two Duplicate Customers
  2. Select Batch Actions
  3. Merge

Merge_-_1.png

Newest to oldest & Oldest to newest

     4. Select Newest to oldest.

     5. It will show records of the customer.

     6. Press ' Merge' to proceed.

Merge_-_2.png

Manual Marge

  1. Select Manual Merge option
  2. Choose any customer name you want it to merge to.
  3. Shows the record of the customer.
  4. Press' Merge' to proceed.

Merge_-_3.png

     5. Shows 2 customer successfully Merge.

Merge_-_5.png

Notes

Notes

If child or pet profiles need to be merged, please first merge the corresponding parent or main profiles. Once the parent/main profile merge has been completed, open the primary profile, navigate to the Children tab or My Pets tab, and perform the merge from there.

Please note that merging child or pet profiles directly from the Customers tab is not supported.




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