Introduction

Shopify has finally introduced the highly requested feature to merge duplicate customer profiles! This guide provides the steps to merge duplicate profiles, helping you achieve a more accurate customer database.

1. Why Merge Customer Profiles?

Duplicate customer profiles can disrupt customer data, skew reporting, and complicate account management. By merging profiles, Shopify users can better track customer lifetime value, reduce redundancy, and manage rewards or loyalty programs effectively.

2. Steps to Merge Duplicate Customer Profiles

Follow these simple steps to merge duplicate profiles in your Shopify admin:

1. Navigate to the Customers page in your Shopify admin.
2. Find the duplicate customer by searching based on name, email, phone number, or other identifying details.
3. Select the customer’s profile and review their information to determine what data should be preserved or removed.
4. Within the selected profile, locate the Customer Data section at the bottom right.
5. Click Merge customer and search for the other profile to merge.
6. Follow the prompts to complete the merge process.

3. Limitations of Merging Profiles

Not all customer profiles may be eligible for merging. For instance, profiles with specific restrictions or those containing conflicting data fields may not be mergeable. Check the Shopify Help Center for a complete list of limitations.

FAQs

• Can I merge profiles with different email addresses?
  Yes, as long as other details match, like phone numbers or customer names.
• What happens to order history when profiles are merged?
  All order history from the merged profiles is consolidated under one account, preserving the customer’s purchase data.
• Can customers merge their own profiles?
  No, only Shopify store admins can perform customer profile merges.