If you come across duplicate customer accounts, CleanCloud's merge feature allows you to consolidate records efficiently. Admin users can deactivate one account while transferring all associated orders into a master customer profile.
Steps to Merge Customers
Log in as an Admin: Ensure you have the necessary admin permissions to perform this action.
Navigate to the Merge Tool: Go to Settings → Admin → Admin Tools → Merge Customers.
Select Customer Accounts to Merge:
In the pop-up window, choose the customer to disable (Disable This Customer).
Select the master customer profile (Move Their Orders to This Customer) where all orders will be consolidated.
Click Submit to finalize the merge.
Merging Online Customer Accounts
Online accounts (created by customers through the CleanCloud Customer App or Web Booking Tool) are considered master accounts by default. These can be merged into POS-created accounts, but this action is irreversible.
When attempting this merge, you’ll see the following warning message: "This account you are trying to disable is an account the customer created via the pickup and delivery app. Make sure you are certain that you wish to disable this account and merge it into another before you proceed. This action is not reversible."
✅ Please double-check all customer data before proceeding with a merge involving online-created accounts.
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