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How to Merge Customers

Learn how to merge duplicate customer entries in CleanCloud, consolidating orders into a master profile with this step-by-step guide.

Rafael avatar
Written by Rafael
Updated over 6 months ago

If you come across duplicate customer accounts, our merge feature streamlines your records. Admin users can deactivate one account and transfer all associated orders into a master customer profile.


To Merge Customers

  1. Log in as an Admin.

  2. Navigate to Settings → Admin → Admin Tools → Merge Customers.

  3. In the pop-up, select the customer to disable (Disable This Customer) and choose the master account for order consolidation (Move Their Orders to This Customer).

  4. Click Submit.

Note: Online customer accounts can't be merged; they're considered master accounts. To merge, disable the account created in the POS and transfer orders to the online master account. If both accounts were created online, merging isn't possible.


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