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.
Important Notes
📌 Online Customer Accounts Cannot Be Merged
✔ Online customer accounts are considered master accounts and cannot be merged into POS-created accounts.
✔ To merge, disable the POS-created account and transfer its orders to the online master account.
✔ If both duplicate accounts were created online, merging is not possible due to system limitations. If this is the case, contact Support, and we can check with our escalated team for possible solutions.
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