Merging Customer Data

Merging Customer Data for Improved Store Management (Portal)

This process allows you to merge duplicate customer accounts into a single, consolidated record within the Portal.

Steps to Merge Customer Accounts

1. Navigate to Customer Maintenance in the Portal.
2. First, select the customer account you want to merge from (this account will be absorbed into the other).
3. Then select the customer account you want to merge into (this will be the primary account that remains).
4. Click Update 2 Items.
5. Select Merge.

6. When prompted, confirm by selecting I still want to proceed, then click Continue.

7. The accounts will merge successfully. A confirmation message will appear stating “Merged Successfully.”

Notes

• The “merge into” account will remain active.
• All applicable customer data from the secondary account will be combined into the primary account.
• This action cannot be undone—ensure the correct accounts are selected before confirming.