Customer Management

Merge customer accounts

The merge account function is useful when a customer has multiple accounts, allowing you to combine them into one.

The Merge function allows you to combine two customer accounts in the Customers (CRM) area. To use this feature, follow these steps:

  1. Go to the customer account you want to merge.
  2. Click the** Merge **button.
  3. Enter the ID of the account you want to merge with.
  4. Select the correct account and click** Merge** to complete the process.

This will combine the selected accounts into one. Orders that may exist will be transferred to the active account (can take up to two minutes to show in orders list). The customer account that was merged will be set as inactive but remain in the system.

How to remove a customer

If a customer wants you to remove them from the system, you can do so with the Anonymize Customer function in the customer view in Merchant Center

Customer Count

As the number of customers grows, it can become challenging to keep track of each one. This article provides guidance on how to effectively navigate and manage your customers.