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How to merge customer profiles for customers

How to merge customer profiles for customers

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Customers will sometime create more than one customer profile, usually due to changes in email addresses. This can cause issue for merchant , when the customer profile is managing subscriptions or product licenses, etcetera. So, a merchant may need to merge the customers profiles into a single profile, as a process of ongoing customer management.

Navigate to the Customer Profiles Management:
Main Menu → Operations → Customer Profiles

How to merge two customer profiles

  1. First, Identify the two email addresses associated with the two customer profiles that need to be merged.

  2. Click the Magnifying Glass Icon then search for the “old” customer profile that needs to be merged into the new or ongoing customer profile:



  3. In the search results, click on the “three dots” menu on the far right side of the customer profile in the search results:

  4. Then choose ‘Merge’:

  5. Then enter the email address for the ongoing customer profile, then click the ‘Merge’ button:



Congratulations! - The merge process is completed.

 

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