How do I merge customers?

Sometimes the same customer exists twice in the system, for example because of a duplicate registration. With Merge customers you combine two customer records into one. This requires the action_customer_merge right.

Target and source customer

The customer from which you start the merge is the target customer – this one is kept. The customer you look up next is the source customer: it is permanently deleted after the merge. So choose deliberately which of the two you keep.

Steps

1. Open the customer you want to keep and click Merge customers in the action block.
2. Look up the source customer – the duplicate record you want to resolve.
3. You get a comparison screen. For each field you see the target customer's value on the left and the source customer's on the right, each with a checkbox. Tick a source value to copy it onto the target customer; every field left unticked keeps the target customer's value.
4. Below the fields is an overview table with the number of linked records (bookings, contacts, invoices, orders, subscriptions, companies, gift certificates and punch cards) for both the target and the source customer, so you can see what is being combined.
5. Check your choices and confirm. The merge is carried out immediately.

What is carried over?

The following linked records are moved from the source to the target customer:

• Bookings, invoices (including invoice lines) and payments;
• CRM orders, subscriptions and company links;
• The customer's usage and additional usage;
• Gift certificates and punch cards – only if those modules are active;
• Links to calls, tasks, survey submissions, e-mails and conversations;
• Contact details, except contacts the target customer already has (same type and value): those duplicate contacts are not carried over.

Please note

• The merge cannot be undone.
• The source customer is permanently deleted.
• The login user linked to the source customer is deleted, not transferred. Only the target customer's user remains.
• Gift certificates or punch cards are only carried over when the corresponding module is active; otherwise those records are lost with the source customer.

Do you want to keep a duplicate customer instead of merging it? Then set the customer to inactive rather than deleting it.