Merging customers

You can merge multiple customer profiles into one, which combines all of the data into the primary profile.

Please be careful, as merging customers is not reversible.

To merge customers, please:

• Click Customers in the left hand menu
• Select the customers you wish to merge
• Click on the Merge button

The Primary customer is the customer who will remain.

The Customer/s to merge will be archived.

The personal data fields for the Primary customer will take precedence. All other data will be added to the primary customer.