Ensuring accurate and up-to-date customer information is essential for smooth business operations. The Merge Customers feature consolidates multiple accounts into one while preserving order history—streamlining customer management with ease. ✅
There are two ways to merge customers:
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🔧 Directly within WebManager
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📥 Using the Merge Customer Template
⚠️ Important:The "Duplicates" count should always be 0. Occasionally, duplicates may appear. Before using either merge method, we recommend merging any duplicate customers first.
🖥️ Merge Customers in WebManager
Follow these steps to merge customers directly in WebManager.
Step 1
Go to Customers > Merge Customers.
The page has two panels:
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⬅️ Merge Selected Customers Into →
Select one or more customer records to merge into the final customer. -
📌 This Customer
This is the record that will remain after the merge.
Step 2
From the left panel, select the customers to merge into the customer on the right.
Step 3
Click 🟢 Merge Selected Customers.
Step 4
On the customer details screen, review or update any info, then click 💾 Save Customer.
🔹 Note: Merging customers is permanent and cannot be undone. Double-check your selections before continuing.
Step 5
Click 📤 Push Data Live.
After pushing data live:
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🛒 Reps must delete any open carts linked to the old customer(s)
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🛍️ Recreate the carts under the new customer
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🔁 Log out and log back in to see the updates
📄 Merge Customers Using the Template
Use this method if you need to merge multiple customers at once.
Step 1
Gather the customer numbers for each customer to be merged.
Step 2
Open the Import Customer Merge template and enter:
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Original Customer Number – Customer(s) to be merged
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New Customer Number – The record that will remain
Step 3
Go to WebManager > Manage Data > Upload Data Sheets, and select Customer Merge in the dropdown.
Step 4
Upload your completed file.
Step 5
Review the customer numbers on the Preview Data screen, then click 👍 My Data Looks Good.
🔹 Note: Merging customers is permanent. Review everything carefully before continuing.
Step 6
Click 📤 Push Data Live, then:
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🧺 Delete any open carts tied to the old customers
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♻️ Recreate them under the new customer
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🔐 Log out and log back in to refresh changes
❓ FREQUENTLY ASKED QUESTIONS (FAQS)
Q. Can I un-merge two customers that were accidentally merged?
A. ❌ No. Merging is permanent. If a mistake is made, you can manually re-create the merged customer—but their order history cannot be restored.
Q. Which merge method should I use?
A. For a small number of merges, use WebManager directly. For large batches, the import template is faster and more efficient. 🏃♀️💨
Q. Will order history carry over after a merge?
A. ✅ Yes. All past orders from merged customer records will transfer to the final customer record.
Q. What happens to open carts after a merge?
A. 🧺 Reps must delete any open carts tied to the old customer(s) and recreate them under the new customer. This ensures all data reflects the updated account.
Q. Can I merge customers with different email addresses or billing info?
A. Yes, but double-check the final record after merging to ensure key contact and billing information is correct. 📝