There are a few reasons you might want to merge two Shopify customers. Maybe they created separate accounts by accident, or you need to consolidate data from an old system. In any case, it’s easy to do with the Shopify admin.
Here’s how to merge two Shopify customers:
- From your Shopify admin, go to Customers.
- Click the checkbox next to each customer that you want to merge.
- From the Bulk actions drop-down menu, select Edit.
- In the Edit customers window, select Merge. This will open a new window where you can select the customer you want to keep and which data you want to keep from each customer.
- For each piece of customer information, select which customer’s information you want to keep in the drop-down menu. If there is no clear winner, you can manually edit the fields.
- Primary email address:
This is the email address that will be used for communication going forward. Any other email addresses associated with either customer will be archived.
- (First name, last name, phone number, etc):
These fields will be combined into a single field. For example, if Customer A has a first name of “John” and Customer B has a first name of “Jane”, the merged customer will have a first name of “John / Jane”.
- (Default address):
The default address is the shipping address that will be used for new orders. You can update this later from the Addresses page.
PRO TIP: If you are considering merging two Shopify customers, there are a few things you should be aware of. First, any data associated with the merged customer will be lost (including order history, customer notes, etc.). Second, any discounts or coupons associated with the merged customer will also be lost. Finally, any loyalty points accumulated by the merged customer will be forfeited.
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1.
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